Linscomb Wealth’s Apple AAPL Stock Holding History

Linscomb Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,000	Closed	-$547K	–	287
2022 Q2	$547K	Hold	4,000	–	–	0.03%	197
2022 Q1	$698K	Hold	4,000	–	–	0.03%	208
2021 Q4	$710K	Hold	4,000	–	–	0.03%	202
2021 Q3	$566K	Buy	+4,000	New	+$589K	0.03%	212
2021 Q2	–	Sell	-4,000	Closed	-$489K	–	336
2021 Q1	$489K	Hold	4,000	–	–	0.03%	211
2020 Q4	$531K	Hold	4,000	–	–	0.03%	199
2020 Q3	$463K	Buy	+4,000	New	+$436K	0.03%	198

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.