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Lyons Wealth Management’s Apple AAPL Stock Holding History

Lyons Wealth Management’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
2019
Q4 		$11.4M Buy
155,848
+10,000
+7% +$643K 33.49% 1
2019
Q3 		$8.17M Sell
145,848
-10,780
-7% -$564K 21.24% 1
2019
Q2 		$7.75M Buy
+156,628
New +$7.63M 18.51% 1
2019
Q1 		– Sell
-16,104
Closed -$635K – 13
2018
Q4 		$635K Sell
16,104
-2,144
-12% -$104K 2.07% 22
2018
Q3 		$1.03M Sell
18,248
-447,100
-96% -$23.3M 2.04% 11
2018
Q2 		$21.5M Buy
465,348
+4,872
+1% +$221K 30.83% 1
2018
Q1 		$19.3M Buy
460,476
+119,112
+35% +$5.13M 29.35% 1
2017
Q4 		$14.4M Sell
341,364
-79,836
-19% -$3.34M 23.59% 2
2017
Q3 		$16.2M Buy
421,200
+21,004
+5% +$815K 24.34% 1
2017
Q2 		$14.4M Sell
400,196
-20,344
-5% -$752K 20.21% 2
2017
Q1 		$15.1M Sell
420,540
-524
-0.1% -$17.3K 15.92% 2
2016
Q4 		$12.2M Sell
421,064
-632
-0.1% -$17.9K 16.64% 2
2016
Q3 		$11.9M Sell
421,696
-29,520
-7% -$781K 16.44% 2
2016
Q2 		$10.8M Buy
451,216
+2,044
+0.5% +$50.8K 16.27% 2
2016
Q1 		$12.2M Sell
449,172
-8,492
-2% -$212K 17.58% 2
2015
Q4 		$12M Sell
457,664
-45,616
-9% -$1.3M 15.36% 2
2015
Q3 		$13.9M Buy
503,280
+45,016
+10% +$1.32M 17.81% 2
2015
Q2 		$14.4M Sell
458,264
-5,508
-1% -$176K 16.36% 2
2015
Q1 		$14.4M Buy
463,772
+2,128
+0.5% +$64.3K 15.65% 2
2014
Q4 		$12.7M Sell
461,644
-1,820
-0.4% -$49.5K 13.35% 2
2014
Q3 		$11.7M Sell
463,464
-3,172
-0.7% -$77.8K 12.42% 2
2014
Q2 		$10.8M Buy
466,636
+65,088
+16% +$1.39M 9.67% 2
2014
Q1 		$7.7M Buy
401,548
+21,308
+6% +$405K 6.73% 3
2013
Q4 		$7.62M Sell
380,240
-90,468
-19% -$1.71M 7.16% 4
2013
Q3 		$8.02M Buy
470,708
+111,468
+31% +$1.85M 7.22% 4
2013
Q2 		$5.09M Buy
+359,240
New +$5.53M 5.16% 6

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lyons Wealth Management's AAPL Position: Q4 2019 in Review

Lyons Wealth Management increased its Apple (AAPL) stake by 6.9% in Q4 2019, buying an estimated $643K and bringing the position to 155,848 shares worth $11.4M. The position accounts for 33.49% of the portfolio, ranked #1.

Lyons Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 26 quarters since. The position peaked at $21.5M in Q2 2018. 3,362 funds tracked by Wall St. Rank hold AAPL as of Q4 2019.

  • Lyons Wealth Management held 155,848 shares of Apple worth $11.4M as of Q4 2019.
  • Lyons Wealth Management bought 10,000 Apple shares in Q4 2019, an estimated $643K.
  • Apple made up 33.49% of Lyons Wealth Management's portfolio in Q4 2019, its #1 holding.
  • Lyons Wealth Management first reported a position in Apple in Q2 2013 and has held it in 26 quarters since.
  • Lyons Wealth Management's Apple position peaked at $21.5M in Q2 2018.
  • 3,362 funds tracked by Wall St. Rank held Apple as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.