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Lowe Brockenbrough & Co’s Apple AAPL Stock Holding History

Lowe Brockenbrough & Co’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 		$71M Buy
279,895
+2,913
+1% +$758K 3.54% 3
2025
Q4 		$75.3M Sell
276,982
-2,009
-0.7% -$539K 3.71% 3
2025
Q3 		$71M Sell
278,991
-2,434
-0.9% -$550K 3.65% 3
2025
Q2 		$57.7M Sell
281,425
-2,933
-1% -$592K 3.25% 4
2025
Q1 		$63.2M Sell
284,358
-17,272
-6% -$4M 4.16% 2
2024
Q4 		$75.5M Sell
301,630
-3,147
-1% -$742K 4.84% 2
2024
Q3 		$71M Sell
304,777
-16,323
-5% -$3.65M 4.53% 2
2024
Q2 		$67.6M Sell
321,100
-4,899
-2% -$914K 4.5% 2
2024
Q1 		$55.9M Buy
325,999
+14,877
+5% +$2.71M 3.78% 3
2023
Q4 		$59.9M Sell
311,122
-27,405
-8% -$5.06M 4.64% 2
2023
Q3 		$58M Sell
338,527
-15,505
-4% -$2.84M 4.5% 1
2023
Q2 		$68.7M Sell
354,032
-4,537
-1% -$791K 5.18% 1
2023
Q1 		$59.1M Sell
358,569
-2,559
-0.7% -$378K 4.79% 1
2022
Q4 		$46.9M Buy
361,128
+2,597
+0.7% +$371K 4.08% 1
2022
Q3 		$49.5M Sell
358,531
-15,994
-4% -$2.51M 4.77% 1
2022
Q2 		$51.2M Sell
374,525
-5,559
-1% -$842K 4.48% 1
2022
Q1 		$66.4M Sell
380,084
-3,714
-1% -$625K 4.9% 1
2021
Q4 		$68.2M Buy
383,798
+16,789
+5% +$2.65M 4.98% 1
2021
Q3 		$51.9M Sell
367,009
-22,977
-6% -$3.38M 4.04% 1
2021
Q2 		$53.4M Buy
389,986
+3,025
+0.8% +$392K 4.81% 1
2021
Q1 		$47.3M Sell
386,961
-4,361
-1% -$560K 4.59% 1
2020
Q4 		$51.9M Sell
391,322
-30,736
-7% -$3.7M 5.62% 1
2020
Q3 		$48.9M Sell
422,058
-1,858
-0.4% -$203K 6.08% 1
2020
Q2 		$38.7M Sell
423,916
-4,872
-1% -$378K 5.2% 1
2020
Q1 		$27.3M Sell
428,788
-4,048
-0.9% -$298K 4.49% 1
2019
Q4 		$31.8M Sell
432,836
-4,540
-1% -$292K 3.94% 1
2019
Q3 		$24.5M Buy
437,376
+1,708
+0.4% +$89.3K 3.29% 1
2019
Q2 		$21.6M Sell
435,668
-3,040
-0.7% -$148K 2.94% 2
2019
Q1 		$20.8M Buy
438,708
+9,552
+2% +$405K 2.91% 2
2018
Q4 		$16.9M Buy
429,156
+216
+0.1% +$10.5K 2.77% 3
2018
Q3 		$24.2M Sell
428,940
-4,100
-0.9% -$214K 3.38% 2
2018
Q2 		$20M Buy
433,040
+556
+0.1% +$25.2K 2.94% 2
2018
Q1 		$18.1M Sell
432,484
-83,484
-16% -$3.59M 2.68% 3
2017
Q4 		$21.8M Sell
515,968
-2,040
-0.4% -$85.2K 3.13% 2
2017
Q3 		$20M Sell
518,008
-5,476
-1% -$212K 3.06% 2
2017
Q2 		$18.8M Sell
523,484
-1,236
-0.2% -$45.7K 2.96% 2
2017
Q1 		$18.8M Buy
524,720
+64
+0% +$2.11K 3.01% 2
2016
Q4 		$15.2M Sell
524,656
-5,336
-1% -$151K 2.54% 3
2016
Q3 		$15M Sell
529,992
-8,392
-2% -$222K 2.58% 3
2016
Q2 		$12.9M Sell
538,384
-106,476
-17% -$2.65M 2.24% 5
2016
Q1 		$17.6M Buy
644,860
+17,912
+3% +$446K 3.02% 2
2015
Q4 		$16.5M Sell
626,948
-3,596
-0.6% -$103K 2.81% 2
2015
Q3 		$17.4M Buy
630,544
+55,580
+10% +$1.63M 3.04% 2
2015
Q2 		$18M Sell
574,964
-8,256
-1% -$264K 2.9% 2
2015
Q1 		$18.1M Sell
583,220
-9,604
-2% -$290K 2.86% 2
2014
Q4 		$16.4M Sell
592,824
-5,040
-0.8% -$137K 2.6% 2
2014
Q3 		$15.1M Sell
597,864
-2,120
-0.4% -$52K 2.4% 2
2014
Q2 		$13.9M Sell
599,984
-10,500
-2% -$223K 2.22% 3
2014
Q1 		$11.7M Sell
610,484
-13,496
-2% -$257K 1.95% 7
2013
Q4 		$12.5M Sell
623,980
-40,964
-6% -$774K 2.07% 6
2013
Q3 		$11.3M Sell
664,944
-3,612
-0.5% -$59.9K 2.06% 5
2013
Q2 		$9.47M Buy
+668,556
New +$10.3M 1.76% 8

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lowe Brockenbrough & Co's AAPL Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Apple (AAPL) stake by 1.1% in Q1 2026, buying an estimated $758K and bringing the position to 279,895 shares worth $71M. The position accounts for 3.54% of the portfolio, ranked #3.

Lowe Brockenbrough & Co first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $75.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lowe Brockenbrough & Co held 279,895 shares of Apple worth $71M as of Q1 2026.
  • Lowe Brockenbrough & Co bought 2,913 Apple shares in Q1 2026, an estimated $758K.
  • Apple made up 3.54% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #3 holding.
  • Lowe Brockenbrough & Co first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's Apple position peaked at $75.5M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.