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Liontrust Investment Partners’s Apple AAPL Stock Holding History

Liontrust Investment Partners’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
2026
Q1 		$41.2M Buy
162,533
+30,239
+23% +$7.87M 0.7% 47
2025
Q4 		$36M Buy
132,294
+3,942
+3% +$1.06M 0.53% 54
2025
Q3 		$32.7M Buy
128,352
+89,182
+228% +$20.1M 0.48% 54
2025
Q2 		$8.04M Sell
39,170
-107,420
-73% -$21.7M 0.12% 112
2025
Q1 		$32.6M Buy
146,590
+79,790
+119% +$18.5M 0.51% 48
2024
Q4 		$16.7M Sell
66,800
-138,666
-67% -$32.7M 0.24% 72
2024
Q3 		$43.3M Hold
205,466
– – 0.61% 44
2024
Q2 		$43.3M Buy
205,466
+77,466
+61% +$14.4M 0.61% 44
2024
Q1 		$21.9M Buy
128,000
+49,000
+62% +$8.91M 0.31% 60
2023
Q4 		$15.2M Buy
79,000
+5,000
+7% +$923K 0.22% 74
2023
Q3 		$12.7M Sell
74,000
-42,715
-37% -$7.83M 0.2% 77
2023
Q2 		$22.6M Sell
116,715
-112,361
-49% -$19.6M 0.33% 50
2023
Q1 		$37.8M Sell
229,076
-252,900
-52% -$37.3M 0.55% 36
2022
Q4 		$62.6M Buy
481,976
+36,000
+8% +$5.14M 1.09% 32
2022
Q3 		$61.6M Sell
445,976
-186,300
-29% -$29.2M 0.99% 32
2022
Q2 		$86.4M Buy
632,276
+10,000
+2% +$1.51M 1.22% 29
2022
Q1 		$109M Sell
622,276
-17,000
-3% -$2.86M 1.42% 29
2021
Q4 		$114M Buy
639,276
+57,064
+10% +$9.02M 1.35% 28
2021
Q3 		$82.4M Buy
+582,212
New +$85.7M 1.14% 30
2020
Q4 		$87.4M Buy
+658,812
New +$79.2M 1.76% 24

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liontrust Investment Partners's AAPL Position: Q1 2026 in Review

Liontrust Investment Partners increased its Apple (AAPL) stake by 23% in Q1 2026, buying an estimated $7.87M and bringing the position to 162,533 shares worth $41.2M. The position accounts for 0.7% of the portfolio, ranked #47.

Liontrust Investment Partners first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. The position peaked at $114M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Liontrust Investment Partners held 162,533 shares of Apple worth $41.2M as of Q1 2026.
  • Liontrust Investment Partners bought 30,239 Apple shares in Q1 2026, an estimated $7.87M.
  • Apple made up 0.7% of Liontrust Investment Partners's portfolio in Q1 2026, its #47 holding.
  • Liontrust Investment Partners first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • Liontrust Investment Partners's Apple position peaked at $114M in Q4 2021.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.