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LPF Advisors’s Apple AAPL Stock Holding History

LPF Advisors’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
Q1 		$515K Sell
2,320
-1,343
-37% -$311K 0.42% 15
2024
Q4 		$917K Buy
3,663
+1,375
+60% +$324K 0.77% 13
2024
Q3 		$533K Sell
2,288
-67
-3% -$15K 0.46% 17
2024
Q2 		$496K Buy
2,355
+102
+5% +$19K 0.46% 17
2024
Q1 		$386K Sell
2,253
-931
-29% -$169K 0.39% 19
2023
Q4 		$613K Buy
+3,184
New +$588K 0.65% 13

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LPF Advisors's AAPL Position: Q1 2025 in Review

LPF Advisors reduced its Apple (AAPL) stake by 37% in Q1 2025, selling an estimated $311K and leaving 2,320 shares worth $515K. The position accounts for 0.42% of the portfolio, ranked #15.

LPF Advisors first reported a position in AAPL in Q4 2023 and has held it in 6 quarters since. The position peaked at $917K in Q4 2024. 5,592 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • LPF Advisors held 2,320 shares of Apple worth $515K as of Q1 2025.
  • LPF Advisors sold 1,343 Apple shares in Q1 2025, an estimated $311K.
  • Apple made up 0.42% of LPF Advisors's portfolio in Q1 2025, its #15 holding.
  • LPF Advisors first reported a position in Apple in Q4 2023 and has held it in 6 quarters since.
  • LPF Advisors's Apple position peaked at $917K in Q4 2024.
  • 5,592 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.