Lumbard & Kellner’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.9M | Hold |
11,409
| – | – | 1% | 36 |
|
|
2025
Q4 | $3.1M | Sell |
11,409
-992
| -8% | -$266K | 1.09% | 34 |
|
|
2025
Q3 | $3.16M | Buy |
12,401
+1,748
| +16% | +$395K | 1.16% | 35 |
|
|
2025
Q2 | $2.19M | Sell |
10,653
-1,398
| -12% | -$282K | 0.95% | 39 |
|
|
2025
Q1 | $2.68M | Sell |
12,051
-370
| -3% | -$85.7K | 1.18% | 37 |
|
|
2024
Q4 | $3.11M | Sell |
12,421
-2,589
| -17% | -$610K | 1.34% | 30 |
|
|
2024
Q3 | $3.5M | Sell |
15,010
-225
| -1% | -$50.2K | 1.54% | 27 |
|
|
2024
Q2 | $3.21M | Buy |
15,235
+1,843
| +14% | +$344K | 1.52% | 27 |
|
|
2024
Q1 | $2.3M | Sell |
13,392
-20
| -0.1% | -$3.64K | 1.12% | 39 |
|
|
2023
Q4 | $2.58M | Sell |
13,412
-257
| -2% | -$47.5K | 1.49% | 28 |
|
|
2023
Q3 | $2.34M | Sell |
13,669
-251
| -2% | -$46K | 1.55% | 26 |
|
|
2023
Q2 | $2.71M | Sell |
13,920
-1,666
| -11% | -$290K | 1.51% | 28 |
|
|
2023
Q1 | $2.59M | Buy |
15,586
+120
| +0.8% | +$17.7K | 1.3% | 32 |
|
|
2022
Q4 | $2.01M | Sell |
15,466
-805
| -5% | -$115K | 0.98% | 36 |
|
|
2022
Q3 | $2.25M | Sell |
16,271
-33
| -0.2% | -$5.18K | 1.16% | 30 |
|
|
2022
Q2 | $2.23M | Sell |
16,304
-233
| -1% | -$35.3K | 1.14% | 35 |
|
|
2022
Q1 | $2.89M | Sell |
16,537
-863
| -5% | -$145K | 1.13% | 33 |
|
|
2021
Q4 | $3.08M | Sell |
17,400
-605
| -3% | -$95.6K | 1.16% | 35 |
|
|
2021
Q3 | $2.55M | Sell |
18,005
-1,930
| -10% | -$284K | 1% | 37 |
|
|
2021
Q2 | $2.73M | Hold |
19,935
| – | – | 1.06% | 32 |
|
|
2021
Q1 | $2.5M | Buy |
19,935
+317
| +2% | +$40.7K | 0.88% | 34 |
|
|
2020
Q4 | $2.6M | Buy |
19,618
+13,269
| +209% | +$1.6M | 1.02% | 33 |
|
|
2020
Q3 | $691K | Sell |
6,349
-1,331
| -17% | -$145K | 0.34% | 48 |
|
|
2020
Q2 | $700K | Hold |
7,680
| – | – | 0.4% | 44 |
|
|
2020
Q1 | $488K | Sell |
7,680
-800
| -9% | -$58.8K | 0.33% | 48 |
|
|
2019
Q4 | $623K | Hold |
8,480
| – | – | 0.32% | 48 |
|
|
2019
Q3 | $475K | Hold |
8,480
| – | – | 0.26% | 53 |
|
|
2019
Q2 | $420K | Sell |
8,480
-4,712
| -36% | -$230K | 0.23% | 51 |
|
|
2019
Q1 | $626K | Hold |
13,192
| – | – | 0.35% | 48 |
|
|
2018
Q4 | $520K | Hold |
13,192
| – | – | 0.32% | 47 |
|
|
2018
Q3 | $744K | Hold |
13,192
| – | – | 0.39% | 41 |
|
|
2018
Q2 | $610K | Sell |
13,192
-4,268
| -24% | -$194K | 0.36% | 43 |
|
|
2018
Q1 | $732K | Hold |
17,460
| – | – | 0.42% | 40 |
|
|
2017
Q4 | $739K | Sell |
17,460
-640
| -4% | -$26.7K | 0.38% | 43 |
|
|
2017
Q3 | $697K | Buy |
18,100
+148
| +0.8% | +$5.74K | 0.38% | 48 |
|
|
2017
Q2 | $646K | Sell |
17,952
-12,076
| -40% | -$446K | 0.37% | 47 |
|
|
2017
Q1 | $1.08M | Buy |
+30,028
| New | +$989K | 0.64% | 36 |
|
Other funds holding AAPL
VCM
VPM
Lumbard & Kellner's AAPL Position: Q1 2026 in Review
Lumbard & Kellner held its Apple (AAPL) position steady in Q1 2026 at 11,409 shares worth $2.9M. The position accounts for 1% of the portfolio, ranked #36.
Lumbard & Kellner first reported a position in AAPL in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.5M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Lumbard & Kellner held 11,409 shares of Apple worth $2.9M as of Q1 2026.
- Lumbard & Kellner left its Apple share count unchanged in Q1 2026.
- Apple made up 1% of Lumbard & Kellner's portfolio in Q1 2026, its #36 holding.
- Lumbard & Kellner first reported a position in Apple in Q1 2017 and has held it in 37 quarters since.
- Lumbard & Kellner's Apple position peaked at $3.5M in Q3 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.