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Lockerman Financial Group’s Apple AAPL Stock Holding History

Lockerman Financial Group’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
Q2 		$341K Sell
1,178
-79
-6% -$22.6K 0.52% 55
2026
Q1 		$319K Sell
1,257
-34
-3% -$8.85K 0.57% 55
2025
Q4 		$351K Sell
1,291
-5,959
-82% -$1.6M 0.67% 46
2025
Q3 		$1.85M Buy
7,250
+1,032
+17% +$233K 2.33% 8
2025
Q2 		$1.28M Sell
6,218
-147
-2% -$29.7K 1.72% 13
2025
Q1 		$1.41M Buy
6,365
+54
+0.9% +$12.5K 2.14% 11
2024
Q4 		$1.58M Sell
6,311
-55
-0.9% -$13K 2.69% 7
2024
Q3 		$1.48M Buy
6,366
+311
+5% +$69.5K 2.51% 7
2024
Q2 		$1.28M Sell
6,055
-907
-13% -$169K 2.31% 8
2024
Q1 		$1.19M Sell
6,962
-40
-0.6% -$7.27K 2.28% 7
2023
Q4 		$1.35M Buy
7,002
+47
+0.7% +$8.68K 3.12% 5
2023
Q3 		$1.19M Buy
6,955
+41
+0.6% +$7.52K 3.2% 5
2023
Q2 		$1.34M Buy
6,914
+127
+2% +$22.1K 3.72% 4
2023
Q1 		$1.12M Sell
6,787
-2
-0% -$295 3.08% 5
2022
Q4 		$882K Sell
6,789
-198
-3% -$28.3K 2.57% 9
2022
Q3 		$966K Sell
6,987
-31
-0.4% -$4.87K 2.78% 8
2022
Q2 		$960K Sell
7,018
-41
-0.6% -$6.21K 3.07% 8
2022
Q1 		$1.23M Sell
7,059
-25
-0.4% -$4.2K 3.33% 7
2021
Q4 		$1.26M Buy
+7,084
New +$1.12M 3.29% 7

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return