LMCG Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $75.1M | Sell |
259,466
-4,788
| -2% | -$1.37M | 4.02% | 1 |
|
|
2026
Q1 | $67.1M | Buy |
264,254
+10,873
| +4% | +$2.83M | 3.99% | 1 |
|
|
2025
Q4 | $68.9M | Sell |
253,381
-4,312
| -2% | -$1.16M | 3.94% | 3 |
|
|
2025
Q3 | $65.6M | Sell |
257,693
-6,317
| -2% | -$1.43M | 3.86% | 2 |
|
|
2025
Q2 | $54.2M | Sell |
264,010
-2,906
| -1% | -$587K | 3.4% | 3 |
|
|
2025
Q1 | $59.3M | Sell |
266,916
-18,425
| -6% | -$4.27M | 3.94% | 2 |
|
|
2024
Q4 | $71.5M | Sell |
285,341
-19,505
| -6% | -$4.6M | 4.38% | 2 |
|
|
2024
Q3 | $71M | Sell |
304,846
-11,675
| -4% | -$2.61M | 4.27% | 2 |
|
|
2024
Q2 | $66.7M | Buy |
316,521
+3,747
| +1% | +$699K | 3.88% | 2 |
|
|
2024
Q1 | $53.6M | Sell |
312,774
-10,572
| -3% | -$1.92M | 3.16% | 3 |
|
|
2023
Q4 | $62.3M | Sell |
323,346
-8,554
| -3% | -$1.58M | 3.86% | 2 |
|
|
2023
Q3 | $56.8M | Sell |
331,900
-7,834
| -2% | -$1.44M | 3.84% | 2 |
|
|
2023
Q2 | $65.9M | Sell |
339,734
-47,589
| -12% | -$8.29M | 4.27% | 2 |
|
|
2023
Q1 | $63.9M | Sell |
387,323
-8,840
| -2% | -$1.3M | 4.26% | 2 |
|
|
2022
Q4 | $51.5M | Sell |
396,163
-7,945
| -2% | -$1.14M | 3.59% | 2 |
|
|
2022
Q3 | $55.8M | Sell |
404,108
-5,199
| -1% | -$816K | 4.08% | 1 |
|
|
2022
Q2 | $56M | Sell |
409,307
-2,772
| -0.7% | -$420K | 3.86% | 2 |
|
|
2022
Q1 | $72M | Buy |
+412,079
| New | +$69.3M | 4.17% | 2 |
|
|
2015
Q3 | $27.9M | Sell |
1,010,300
-6,888
| -0.7% | -$202K | 0.6% | 26 |
|
|
2015
Q2 | $31.9M | Sell |
1,017,188
-23,612
| -2% | -$755K | 0.69% | 20 |
|
|
2015
Q1 | $32.4M | Sell |
1,040,800
-29,648
| -3% | -$895K | 0.68% | 17 |
|
|
2014
Q4 | $29.5M | Sell |
1,070,448
-4,172
| -0.4% | -$114K | 0.65% | 23 |
|
|
2014
Q3 | $27.1M | Sell |
1,074,620
-19,108
| -2% | -$469K | 0.61% | 26 |
|
|
2014
Q2 | $25.4M | Sell |
1,093,728
-16,612
| -1% | -$353K | 0.55% | 39 |
|
|
2014
Q1 | $21.3M | Buy |
1,110,340
+15,316
| +1% | +$291K | 0.47% | 55 |
|
|
2013
Q4 | $21.9M | Sell |
1,095,024
-22,092
| -2% | -$417K | 0.47% | 62 |
|
|
2013
Q3 | $19M | Sell |
1,117,116
-30,576
| -3% | -$507K | 0.46% | 63 |
|
|
2013
Q2 | $16.3M | Buy |
+1,147,692
| New | +$17.7M | 0.43% | 81 |
|
Other funds holding AAPL
LMCG Investments's AAPL Position: Q2 2026 in Review
LMCG Investments reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $1.37M and leaving 259,466 shares worth $75.1M. The position accounts for 4.02% of the portfolio, ranked #1.
LMCG Investments first reported a position in AAPL in Q2 2013 and has held it in 28 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- LMCG Investments held 259,466 shares of Apple worth $75.1M as of Q2 2026.
- LMCG Investments sold 4,788 Apple shares in Q2 2026, an estimated $1.37M.
- Apple made up 4.02% of LMCG Investments's portfolio in Q2 2026, its #1 holding.
- LMCG Investments first reported a position in Apple in Q2 2013 and has held it in 28 quarters since.
- 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.