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Lion Street Advisors’s Apple AAPL Stock Holding History

Lion Street Advisors’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
2025
Q3 		$5.7M Buy
38,070
+9,992
+36% +$2.26M 1.97% 4
2025
Q2 		$5.76M Buy
28,078
+100
+0.4% +$20.2K 1.75% 8
2025
Q1 		$6.21M Buy
27,978
+2,150
+8% +$498K 1.97% 7
2024
Q4 		$6.47M Sell
25,828
-889
-3% -$210K 2.06% 5
2024
Q3 		$6.23M Sell
26,717
-1,461
-5% -$326K 2.17% 4
2024
Q2 		$5.93M Sell
28,178
-429
-1% -$80K 2.2% 4
2024
Q1 		$5.51M Hold
28,607
– – 2.25% 3
2023
Q4 		$5.51M Sell
28,607
-5,621
-16% -$1.04M 2.26% 3
2023
Q3 		$5.86M Sell
34,228
-6,028
-15% -$1.11M 1.91% 4
2023
Q2 		$6.03M Buy
40,256
+13,209
+49% +$2.3M 2.03% 3
2023
Q1 		$4.46M Buy
27,047
+14,211
+111% +$2.1M 1.38% 4
2022
Q4 		$1.92M Buy
12,836
+3,585
+39% +$512K 1.01% 6
2022
Q3 		$1.28M Sell
9,251
-3,585
-28% -$563K 0.64% 10
2022
Q2 		$1.93M Buy
12,836
+2,098
+20% +$318K 1.01% 6
2022
Q1 		$1.87M Sell
10,738
-2,039
-16% -$343K 0.96% 6
2021
Q4 		$2.27M Sell
12,777
-100
-0.8% -$15.8K 1.11% 4
2021
Q3 		$1.82M Buy
12,877
+12,177
+1,740% +$1.79M 0.98% 6
2021
Q2 		$95.9K Sell
700
-2,845
-80% -$369K 3.48% 6
2021
Q1 		$431K Sell
3,545
-1,149
-24% -$147K 10.26% 2
2020
Q4 		$561K Buy
4,694
+881
+23% +$106K 1.37% 19
2020
Q3 		$605K Buy
+3,813
New +$416K 1.23% 22
2020
Q2 		– Sell
-2,032
Closed -$129K – 27
2020
Q1 		$129K Buy
+2,032
New +$149K 0.7% 28

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lion Street Advisors's AAPL Position: Q3 2025 in Review

Lion Street Advisors increased its Apple (AAPL) stake by 36% in Q3 2025, buying an estimated $2.26M and bringing the position to 38,070 shares worth $5.7M. The position accounts for 1.97% of the portfolio, ranked #4.

Lion Street Advisors first reported a position in AAPL in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.47M in Q4 2024. 5,608 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Lion Street Advisors held 38,070 shares of Apple worth $5.7M as of Q3 2025.
  • Lion Street Advisors bought 9,992 Apple shares in Q3 2025, an estimated $2.26M.
  • Apple made up 1.97% of Lion Street Advisors's portfolio in Q3 2025, its #4 holding.
  • Lion Street Advisors first reported a position in Apple in Q1 2020 and has held it in 22 quarters since.
  • Lion Street Advisors's Apple position peaked at $6.47M in Q4 2024.
  • 5,608 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.