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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lockerman Financial Group's AAPL Position: Q2 2026 in Review

Lockerman Financial Group reduced its Apple (AAPL) stake by 6.3% in Q2 2026, selling an estimated $22.6K and leaving 1,178 shares worth $341K. The position accounts for 0.52% of the portfolio, ranked #55.

Lockerman Financial Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q3 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lockerman Financial Group held 1,178 shares of Apple worth $341K as of Q2 2026.
  • Lockerman Financial Group sold 79 Apple shares in Q2 2026, an estimated $22.6K.
  • Apple made up 0.52% of Lockerman Financial Group's portfolio in Q2 2026, its #55 holding.
  • Lockerman Financial Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Apple position peaked at $1.85M in Q3 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.