Luts & Greenleigh Group’s Apple AAPL Stock Holding History

Luts & Greenleigh 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
2026 Q1	$5.85M	Sell	23,068 -7	-0%	-$1.82K	4.64%	3
2025 Q4	$6.27M	Buy	23,075 +67	+0.3%	+$18K	5.33%	3
2025 Q3	$5.86M	Buy	23,008 +136	+0.6%	+$30.7K	5.26%	3
2025 Q2	$4.69M	Sell	22,872 -352	-2%	-$71.1K	4.5%	4
2025 Q1	$5.16M	Sell	23,224 -2,156	-8%	-$499K	5.13%	3
2024 Q4	$6.36M	Buy	25,380 +2,018	+9%	+$476K	6.28%	3
2024 Q3	$5.44M	Buy	23,362 +634	+3%	+$142K	5.23%	3
2024 Q2	$4.79M	Buy	+22,728	New	+$4.24M	4.98%	3
2023 Q4	$3.1M	Sell	16,078 -111	-0.7%	-$20.5K	3.9%	4
2023 Q3	$2.77M	Sell	16,189 -152	-0.9%	-$27.9K	3.44%	4
2023 Q2	$3.17M	Sell	16,341 -253	-2%	-$44.1K	3.91%	4
2023 Q1	$2.74M	Sell	16,594 -103	-0.6%	-$15.2K	3.47%	3
2022 Q4	$2.17M	Buy	+16,697	New	+$2.39M	2.75%	6

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

Luts & Greenleigh Group's AAPL Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its Apple (AAPL) stake by 0.03% in Q1 2026, selling an estimated $1.82K and leaving 23,068 shares worth $5.85M. The position accounts for 4.64% of the portfolio, ranked #3.

Luts & Greenleigh Group first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.36M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Luts & Greenleigh Group held 23,068 shares of Apple worth $5.85M as of Q1 2026.
Luts & Greenleigh Group sold 7 Apple shares in Q1 2026, an estimated $1.82K.
Apple made up 4.64% of Luts & Greenleigh Group's portfolio in Q1 2026, its #3 holding.
Luts & Greenleigh Group first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's Apple position peaked at $6.36M in Q4 2024.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.