Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$33.2M Sell
130,874
-26,763
-17% -$6.97M 1.48% 11
2025
Q4
$42.9M Sell
157,637
-2,805
-2% -$753K 1.8% 11
2025
Q3
$40.9M Buy
160,442
+8,249
+5% +$1.86M 1.76% 11
2025
Q2
$31.2M Buy
152,193
+2,124
+1% +$429K 1.44% 13
2025
Q1
$33.3M Sell
150,069
-3,499
-2% -$811K 1.66% 12
2024
Q4
$38.5M Sell
153,568
-2,265
-1% -$534K 1.91% 11
2024
Q3
$36.3M Sell
155,833
-5,999
-4% -$1.34M 1.8% 11
2024
Q2
$34.1M Sell
161,832
-255
-0.2% -$47.6K 1.76% 11
2024
Q1
$27.8M Sell
162,087
-1,439
-0.9% -$262K 1.43% 12
2023
Q4
$31.5M Sell
163,526
-4,600
-3% -$849K 1.73% 11
2023
Q3
$28.8M Sell
168,126
-12,239
-7% -$2.24M 1.68% 12
2023
Q2
$35M Sell
180,365
-763
-0.4% -$133K 1.89% 11
2023
Q1
$29.9M Sell
181,128
-12,419
-6% -$1.83M 1.57% 12
2022
Q4
$25.1M Buy
193,547
+9,466
+5% +$1.35M 1.28% 12
2022
Q3
$25.4M Buy
184,081
+2,900
+2% +$455K 1.54% 12
2022
Q2
$24.8M Sell
181,181
-14,430
-7% -$2.19M 1.42% 12
2022
Q1
$34.2M Buy
195,611
+5,135
+3% +$864K 1.63% 12
2021
Q4
$33.8M Sell
190,476
-2,238
-1% -$354K 1.61% 12
2021
Q3
$27.3M Sell
192,714
-1,441
-0.7% -$212K 1.41% 12
2021
Q2
$26.6M Buy
194,155
+2,594
+1% +$336K 1.36% 12
2021
Q1
$23.4M Buy
191,561
+6,926
+4% +$889K 1.27% 12
2020
Q4
$24.5M Sell
184,635
-7,453
-4% -$896K 1.46% 11
2020
Q3
$22.2M Sell
192,088
-1,132
-0.6% -$124K 1.53% 11
2020
Q2
$17.6M Buy
193,220
+23,156
+14% +$1.79M 1.29% 11
2020
Q1
$10.8M Buy
170,064
+84
+0% +$6.18K 0.96% 12
2019
Q4
$12.5M Buy
169,980
+6,472
+4% +$416K 0.81% 14
2019
Q3
$9.15M Buy
163,508
+4,632
+3% +$242K 0.74% 20
2019
Q2
$7.86M Sell
158,876
-9,760
-6% -$476K 0.65% 21
2019
Q1
$8.01M Sell
168,636
-640
-0.4% -$27.1K 0.67% 20
2018
Q4
$6.67M Sell
169,276
-8,668
-5% -$420K 0.63% 21
2018
Q3
$10M Sell
177,944
-34,948
-16% -$1.82M 0.82% 16
2018
Q2
$9.85M Buy
212,892
+5,016
+2% +$227K 0.84% 17
2018
Q1
$8.72M Sell
207,876
-3,300
-2% -$142K 0.74% 19
2017
Q4
$8.93M Sell
211,176
-4,560
-2% -$191K 0.73% 21
2017
Q3
$8.31M Buy
215,736
+8,240
+4% +$320K 0.71% 22
2017
Q2
$7.47M Buy
207,496
+6,248
+3% +$231K 0.67% 23
2017
Q1
$7.23M Sell
201,248
-1,272
-0.6% -$41.9K 0.65% 23
2016
Q4
$5.86M Buy
202,520
+4,444
+2% +$126K 0.55% 24
2016
Q3
$5.6M Sell
198,076
-3,040
-2% -$80.5K 0.54% 22
2016
Q2
$4.81M Sell
201,116
-2,632
-1% -$65.4K 0.48% 28
2016
Q1
$5.55M Buy
203,748
+4,328
+2% +$108K 0.6% 23
2015
Q4
$5.25M Sell
199,420
-2,028
-1% -$58K 0.59% 24
2015
Q3
$5.55M Buy
201,448
+2,088
+1% +$61.2K 0.65% 23
2015
Q2
$6.25M Buy
199,360
+680
+0.3% +$21.8K 0.68% 21
2015
Q1
$6.18M Sell
198,680
-4,060
-2% -$123K 0.66% 22
2014
Q4
$5.59M Buy
202,740
+292
+0.1% +$7.95K 0.62% 25
2014
Q3
$5.1M Buy
202,448
+7,944
+4% +$195K 0.56% 30
2014
Q2
$4.52M Sell
194,504
-9,868
-5% -$210K 0.48% 32
2014
Q1
$3.92M Buy
204,372
+62,412
+44% +$1.19M 0.43% 36
2013
Q4
$2.84M Buy
141,960
+12,824
+10% +$242K 0.35% 42
2013
Q3
$2.2M Buy
129,136
+504
+0.4% +$8.36K 0.29% 49
2013
Q2
$1.82M Buy
+128,632
New +$1.98M 0.25% 52

Other funds holding AAPL

Linscomb Wealth's AAPL Position: Q1 2026 in Review

Linscomb Wealth reduced its Apple (AAPL) stake by 17% in Q1 2026, selling an estimated $6.97M and leaving 130,874 shares worth $33.2M. The position accounts for 1.48% of the portfolio, ranked #11.

Linscomb Wealth first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.9M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Linscomb Wealth held 130,874 shares of Apple worth $33.2M as of Q1 2026.
  • Linscomb Wealth sold 26,763 Apple shares in Q1 2026, an estimated $6.97M.
  • Apple made up 1.48% of Linscomb Wealth's portfolio in Q1 2026, its #11 holding.
  • Linscomb Wealth first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Linscomb Wealth's Apple position peaked at $42.9M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.