Lodestar Private Asset Management’s Apple AAPL Stock Holding History

Lodestar Private Asset Management’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	$36.3M	Sell	143,106 -916	-0.6%	-$238K	3.58%	3
2025 Q4	$39.2M	Sell	144,022 -2,293	-2%	-$616K	3.93%	3
2025 Q3	$37.3M	Buy	146,315 +3,254	+2%	+$735K	3.89%	3
2025 Q2	$29.4M	Sell	143,061 -2,423	-2%	-$489K	3.38%	5
2025 Q1	$32.3M	Sell	145,484 -2,725	-2%	-$631K	4.06%	4
2024 Q4	$37.1M	Buy	148,209 +6,236	+4%	+$1.47M	4.64%	2
2024 Q3	$33.1M	Sell	141,973 -1,073	-0.8%	-$240K	4.21%	3
2024 Q2	$30.1M	Buy	143,046 +4,623	+3%	+$862K	4.15%	3
2024 Q1	$23.7M	Sell	138,423 -4,914	-3%	-$894K	3.39%	4
2023 Q4	$27.6M	Buy	143,337 +330	+0.2%	+$60.9K	4.23%	3
2023 Q3	$24.5M	Sell	143,007 -979	-0.7%	-$180K	4.19%	4
2023 Q2	$27.9M	Buy	143,986 +760	+0.5%	+$132K	4.69%	2
2023 Q1	$23.6M	Sell	143,226 -3,124	-2%	-$461K	4.22%	3
2022 Q4	$19M	Buy	+146,350	New	+$20.9M	3.65%	5

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lodestar Private Asset Management's AAPL Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Apple (AAPL) stake by 0.64% in Q1 2026, selling an estimated $238K and leaving 143,106 shares worth $36.3M. The position accounts for 3.58% of the portfolio, ranked #3.

Lodestar Private Asset Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Lodestar Private Asset Management held 143,106 shares of Apple worth $36.3M as of Q1 2026.
Lodestar Private Asset Management sold 916 Apple shares in Q1 2026, an estimated $238K.
Apple made up 3.58% of Lodestar Private Asset Management's portfolio in Q1 2026, its #3 holding.
Lodestar Private Asset Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Apple position peaked at $39.2M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.