LVM Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $105M | Sell |
364,448
-2,846
| -0.8% | -$814K | 8.83% | 1 |
|
|
2026
Q1 | $93.2M | Sell |
367,294
-1,425
| -0.4% | -$371K | 8.79% | 1 |
|
|
2025
Q4 | $100M | Sell |
368,719
-12,485
| -3% | -$3.35M | 9.31% | 1 |
|
|
2025
Q3 | $97.1M | Sell |
381,204
-6,004
| -2% | -$1.36M | 9.33% | 1 |
|
|
2025
Q2 | $79.4M | Sell |
387,208
-3,705
| -0.9% | -$748K | 8.24% | 2 |
|
|
2025
Q1 | $86.8M | Sell |
390,913
-3,569
| -0.9% | -$827K | 9.67% | 1 |
|
|
2024
Q4 | $98.8M | Sell |
394,482
-10,025
| -2% | -$2.36M | 10.62% | 1 |
|
|
2024
Q3 | $85.2M | Hold |
404,507
| – | – | 9.69% | 1 |
|
|
2024
Q2 | $85.2M | Sell |
404,507
-8,639
| -2% | -$1.61M | 9.69% | 1 |
|
|
2024
Q1 | $70.8M | Sell |
413,146
-757
| -0.2% | -$138K | 8.37% | 2 |
|
|
2023
Q4 | $79.7M | Buy |
413,903
+1,769
| +0.4% | +$327K | 10.2% | 1 |
|
|
2023
Q3 | $70.6M | Sell |
412,134
-2,358
| -0.6% | -$432K | 9.95% | 1 |
|
|
2023
Q2 | $80.4M | Sell |
414,492
-8,350
| -2% | -$1.45M | 10.75% | 1 |
|
|
2023
Q1 | $69.7M | Sell |
422,842
-4,507
| -1% | -$665K | 9.67% | 1 |
|
|
2022
Q4 | $55.5M | Sell |
427,349
-7,165
| -2% | -$1.02M | 8.05% | 1 |
|
|
2022
Q3 | $60M | Buy |
434,514
+1,177
| +0.3% | +$185K | 9.19% | 1 |
|
|
2022
Q2 | $59.2M | Sell |
433,337
-1,189
| -0.3% | -$180K | 8.59% | 1 |
|
|
2022
Q1 | $75.9M | Buy |
434,526
+1,008
| +0.2% | +$170K | 10.02% | 1 |
|
|
2021
Q4 | $77M | Sell |
433,518
-3,259
| -0.7% | -$515K | 10.26% | 1 |
|
|
2021
Q3 | $61.8M | Sell |
436,777
-6,408
| -1% | -$943K | 9.32% | 1 |
|
|
2021
Q2 | $60.7M | Sell |
443,185
-7,311
| -2% | -$947K | 9.26% | 1 |
|
|
2021
Q1 | $55M | Sell |
450,496
-13,410
| -3% | -$1.72M | 8.93% | 1 |
|
|
2020
Q4 | $61.6M | Sell |
463,906
-15,712
| -3% | -$1.89M | 10.37% | 1 |
|
|
2020
Q3 | $55.5M | Sell |
479,618
-12,178
| -2% | -$1.33M | 10.77% | 1 |
|
|
2020
Q2 | $44.9M | Sell |
491,796
-44,308
| -8% | -$3.43M | 9.2% | 1 |
|
|
2020
Q1 | $34.1M | Sell |
536,104
-21,292
| -4% | -$1.57M | 8.4% | 1 |
|
|
2019
Q4 | $40.9M | Sell |
557,396
-20,696
| -4% | -$1.33M | 8.08% | 1 |
|
|
2019
Q3 | $32.4M | Sell |
578,092
-7,248
| -1% | -$379K | 6.88% | 1 |
|
|
2019
Q2 | $29M | Sell |
585,340
-1,400
| -0.2% | -$68.2K | 6.6% | 1 |
|
|
2019
Q1 | $27.9M | Sell |
586,740
-17,552
| -3% | -$745K | 6.39% | 1 |
|
|
2018
Q4 | $23.8M | Buy |
604,292
+240
| +0% | +$11.6K | 6.24% | 1 |
|
|
2018
Q3 | $34.1M | Sell |
604,052
-8,884
| -1% | -$463K | 7.78% | 1 |
|
|
2018
Q2 | $28.4M | Sell |
612,936
-10,528
| -2% | -$477K | 6.84% | 1 |
|
|
2018
Q1 | $26.2M | Sell |
623,464
-9,160
| -1% | -$394K | 6.03% | 2 |
|
|
2017
Q4 | $26.8M | Sell |
632,624
-8,336
| -1% | -$348K | 6.06% | 2 |
|
|
2017
Q3 | $24.7M | Sell |
640,960
-19,860
| -3% | -$770K | 5.9% | 2 |
|
|
2017
Q2 | $23.8M | Buy |
660,820
+8,836
| +1% | +$327K | 6.07% | 2 |
|
|
2017
Q1 | $23.4M | Sell |
651,984
-5,416
| -0.8% | -$178K | 6.02% | 2 |
|
|
2016
Q4 | $19M | Sell |
657,400
-19,792
| -3% | -$561K | 5.26% | 2 |
|
|
2016
Q3 | $15.7M | Buy |
677,192
+15,400
| +2% | +$408K | 5.07% | 1 |
|
|
2016
Q2 | $15.8M | Buy |
661,792
+31,540
| +5% | +$784K | 4.58% | 3 |
|
|
2016
Q1 | $17.2M | Buy |
630,252
+24,700
| +4% | +$615K | 5.45% | 2 |
|
|
2015
Q4 | $15.9M | Sell |
605,552
-6,200
| -1% | -$177K | 5.63% | 1 |
|
|
2015
Q3 | $16.9M | Sell |
611,752
-820
| -0.1% | -$24K | 6.08% | 1 |
|
|
2015
Q2 | $19.2M | Buy |
612,572
+1,428
| +0.2% | +$45.7K | 6.4% | 1 |
|
|
2015
Q1 | $19M | Sell |
611,144
-36,220
| -6% | -$1.09M | 6.37% | 1 |
|
|
2014
Q4 | $17.9M | Sell |
647,364
-16,292
| -2% | -$443K | 5.94% | 1 |
|
|
2014
Q3 | $16.7M | Sell |
663,656
-13,536
| -2% | -$332K | 5.5% | 1 |
|
|
2014
Q2 | $15.7M | Sell |
677,192
-23,900
| -3% | -$509K | 5.07% | 1 |
|
|
2014
Q1 | $13.4M | Buy |
701,092
+75,124
| +12% | +$1.43M | 4.69% | 2 |
|
|
2013
Q4 | $12.5M | Sell |
625,968
-9,940
| -2% | -$188K | 4.45% | 1 |
|
|
2013
Q3 | $10.8M | Sell |
635,908
-1,848
| -0.3% | -$30.6K | 4.07% | 3 |
|
|
2013
Q2 | $9.03M | Buy |
+637,756
| New | +$9.81M | 3.6% | 5 |
|
Other funds holding AAPL
LVM Capital Management's AAPL Position: Q2 2026 in Review
LVM Capital Management reduced its Apple (AAPL) stake by 0.77% in Q2 2026, selling an estimated $814K and leaving 364,448 shares worth $105M. The position accounts for 8.83% of the portfolio, ranked #1.
LVM Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- LVM Capital Management held 364,448 shares of Apple worth $105M as of Q2 2026.
- LVM Capital Management sold 2,846 Apple shares in Q2 2026, an estimated $814K.
- Apple made up 8.83% of LVM Capital Management's portfolio in Q2 2026, its #1 holding.
- LVM Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.