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Lokken Investment Group’s Apple AAPL Stock Holding History

Lokken Investment 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
2025
Q3 		$9.15M Buy
35,949
+634
+2% +$143K 3.14% 7
2025
Q2 		$7.25M Sell
35,315
-433
-1% -$87.4K 2.79% 9
2025
Q1 		$7.94M Sell
35,748
-245
-0.7% -$56.8K 3.35% 6
2024
Q4 		$9.01M Sell
35,993
-867
-2% -$204K 3.89% 3
2024
Q3 		$8.59M Sell
36,860
-21
-0.1% -$4.69K 3.58% 5
2024
Q2 		$7.77M Buy
36,881
+563
+2% +$105K 3.65% 4
2024
Q1 		$6.23M Buy
36,318
+3,576
+11% +$650K 3.1% 5
2023
Q4 		$6.3M Buy
32,742
+149
+0.5% +$27.5K 3.57% 4
2023
Q3 		$5.58M Sell
32,593
-544
-2% -$99.8K 3.66% 5
2023
Q2 		$6.43M Sell
33,137
-219
-0.7% -$38.2K 4.19% 4
2023
Q1 		$5.5M Sell
33,356
-93
-0.3% -$13.7K 4.18% 4
2022
Q4 		$4.35M Sell
33,449
-570
-2% -$81.5K 3.43% 5
2022
Q3 		$4.7M Sell
34,019
-34,083
-50% -$5.35M 4.05% 4
2022
Q2 		$9.31M Buy
68,102
+33,863
+99% +$5.13M 7.55% 1
2022
Q1 		$5.4M Sell
34,239
-1,551
-4% -$261K 4.28% 3
2021
Q4 		$6.36M Sell
35,790
-5
-0% -$790 4.53% 3
2021
Q3 		$5.07M Sell
35,795
-60
-0.2% -$8.83K 4.02% 5
2021
Q2 		$4.91M Sell
35,855
-356
-1% -$46.1K 3.99% 5
2021
Q1 		$4.42M Sell
36,211
-2,878
-7% -$369K 3.9% 5
2020
Q4 		$5.19M Buy
+39,089
New +$4.7M 4.74% 5

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's AAPL Position: Q3 2025 in Review

Lokken Investment Group increased its Apple (AAPL) stake by 1.8% in Q3 2025, buying an estimated $143K and bringing the position to 35,949 shares worth $9.15M. The position accounts for 3.14% of the portfolio, ranked #7.

Lokken Investment Group first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.31M in Q2 2022. 5,595 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Lokken Investment Group held 35,949 shares of Apple worth $9.15M as of Q3 2025.
  • Lokken Investment Group bought 634 Apple shares in Q3 2025, an estimated $143K.
  • Apple made up 3.14% of Lokken Investment Group's portfolio in Q3 2025, its #7 holding.
  • Lokken Investment Group first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Apple position peaked at $9.31M in Q2 2022.
  • 5,595 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.