Lountzis Asset Management’s Apple AAPL Stock Holding History

Lountzis 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	$434K	Hold	1,709	–	–	0.16%	39
2025 Q4	$465K	Sell	1,709 -141	-8%	-$37.9K	0.17%	40
2025 Q3	$471K	Buy	1,850 +48	+3%	+$10.8K	0.15%	39
2025 Q2	$370K	Hold	1,802	–	–	0.13%	43
2025 Q1	$379K	Buy	+1,802	New	+$417K	0.14%	41
2021 Q4	–	Sell	-284	Closed	-$40.2K	–	33
2021 Q3	$40.2K	Hold	284	–	–	0.03%	59
2021 Q2	$38K	Hold	284	–	–	0.02%	57
2021 Q1	$34.7K	Hold	284	–	–	0.02%	57
2020 Q4	$38K	Hold	284	–	–	0.03%	56
2020 Q3	$33K	Hold	284	–	–	0.03%	51
2020 Q2	$26K	Buy	+284	New	+$22K	0.02%	52

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

Lountzis Asset Management's AAPL Position: Q1 2026 in Review

Lountzis Asset Management held its Apple (AAPL) position steady in Q1 2026 at 1,709 shares worth $434K. The position accounts for 0.16% of the portfolio, ranked #39.

Lountzis Asset Management first reported a position in AAPL in Q2 2020 and has held it in 11 quarters since. The position peaked at $471K in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Lountzis Asset Management held 1,709 shares of Apple worth $434K as of Q1 2026.
Lountzis Asset Management left its Apple share count unchanged in Q1 2026.
Apple made up 0.16% of Lountzis Asset Management's portfolio in Q1 2026, its #39 holding.
Lountzis Asset Management first reported a position in Apple in Q2 2020 and has held it in 11 quarters since.
Lountzis Asset Management's Apple position peaked at $471K in Q3 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.