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Lyon Street Capital’s Apple AAPL Stock Holding History

Lyon Street Capital’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
2022
Q1 		$1.22M Sell
7,000
-2,000
-22% -$336K 1.82% 13
2021
Q4 		$1.6M Buy
+9,000
New +$1.42M 1.59% 12
2020
Q3 		$753K Buy
+6,500
New +$709K 2.24% 15

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lyon Street Capital's AAPL Position: Q1 2022 in Review

Lyon Street Capital reduced its Apple (AAPL) stake by 22% in Q1 2022, selling an estimated $336K and leaving 7,000 shares worth $1.22M. The position accounts for 1.82% of the portfolio, ranked #13.

Lyon Street Capital first reported a position in AAPL in Q3 2020 and has held it in 3 quarters since. The position peaked at $1.6M in Q4 2021. 4,379 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Lyon Street Capital held 7,000 shares of Apple worth $1.22M as of Q1 2022.
  • Lyon Street Capital sold 2,000 Apple shares in Q1 2022, an estimated $336K.
  • Apple made up 1.82% of Lyon Street Capital's portfolio in Q1 2022, its #13 holding.
  • Lyon Street Capital first reported a position in Apple in Q3 2020 and has held it in 3 quarters since.
  • Lyon Street Capital's Apple position peaked at $1.6M in Q4 2021.
  • 4,379 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Lyon Street Capital's 13F filing for Q1 2022, filed 16 May 2022.