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Lynx Investment Advisory’s Apple AAPL Stock Holding History

Lynx Investment Advisory’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 		$6.45M Sell
25,425
-229
-0.9% -$59.6K 3.08% 8
2025
Q4 		$6.97M Buy
25,654
+177
+0.7% +$47.5K 3.81% 2
2025
Q3 		$6.49M Sell
25,477
-454
-2% -$103K 3.88% 3
2025
Q2 		$5.32M Sell
25,931
-668
-3% -$135K 3.47% 4
2025
Q1 		$5.91M Buy
26,599
+210
+0.8% +$48.7K 3.94% 3
2024
Q4 		$6.61M Buy
26,389
+529
+2% +$125K 4.51% 3
2024
Q3 		$6.03M Buy
25,860
+975
+4% +$218K 4.34% 3
2024
Q2 		$5.24M Buy
+24,885
New +$4.64M 3.88% 3

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

Lynx Investment Advisory's AAPL Position: Q1 2026 in Review

Lynx Investment Advisory reduced its Apple (AAPL) stake by 0.89% in Q1 2026, selling an estimated $59.6K and leaving 25,425 shares worth $6.45M. The position accounts for 3.08% of the portfolio, ranked #8.

Lynx Investment Advisory first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.97M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lynx Investment Advisory held 25,425 shares of Apple worth $6.45M as of Q1 2026.
  • Lynx Investment Advisory sold 229 Apple shares in Q1 2026, an estimated $59.6K.
  • Apple made up 3.08% of Lynx Investment Advisory's portfolio in Q1 2026, its #8 holding.
  • Lynx Investment Advisory first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Lynx Investment Advisory's Apple position peaked at $6.97M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.