Moody Lynn & Lieberson’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.7M | Sell |
278,562
-568
| -0.2% | -$148K | 3.97% | 7 |
|
|
2025
Q4 | $75.9M | Buy |
279,130
+3,171
| +1% | +$851K | 4.02% | 6 |
|
|
2025
Q3 | $70.3M | Buy |
275,959
+17,983
| +7% | +$4.06M | 3.78% | 5 |
|
|
2025
Q2 | $52.9M | Sell |
257,976
-15,814
| -6% | -$3.19M | 3.05% | 9 |
|
|
2025
Q1 | $60.8M | Sell |
273,790
-31,474
| -10% | -$7.29M | 3.9% | 5 |
|
|
2024
Q4 | $76.4M | Sell |
305,264
-214
| -0.1% | -$50.4K | 4.68% | 4 |
|
|
2024
Q3 | $71.2M | Buy |
305,478
+186
| +0.1% | +$41.5K | 4.39% | 5 |
|
|
2024
Q2 | $64.3M | Buy |
305,292
+12,598
| +4% | +$2.35M | 4.21% | 6 |
|
|
2024
Q1 | $50.2M | Sell |
292,694
-4,808
| -2% | -$874K | 3.37% | 6 |
|
|
2023
Q4 | $57.3M | Buy |
297,502
+286
| +0.1% | +$52.8K | 4.36% | 3 |
|
|
2023
Q3 | $50.9M | Sell |
297,216
-14,915
| -5% | -$2.74M | 4.36% | 2 |
|
|
2023
Q2 | $60.5M | Buy |
312,131
+2,388
| +0.8% | +$416K | 4.89% | 2 |
|
|
2023
Q1 | $51.1M | Buy |
309,743
+4,570
| +1% | +$674K | 4.59% | 2 |
|
|
2022
Q4 | $39.7M | Sell |
305,173
-10,958
| -3% | -$1.57M | 3.63% | 2 |
|
|
2022
Q3 | $43.7M | Sell |
316,131
-1,022
| -0.3% | -$160K | 4.22% | 1 |
|
|
2022
Q2 | $43.4M | Sell |
317,153
-11,147
| -3% | -$1.69M | 3.9% | 3 |
|
|
2022
Q1 | $57.3M | Sell |
328,300
-33
| -0% | -$5.55K | 4.2% | 3 |
|
|
2021
Q4 | $58.3M | Buy |
328,333
+28,983
| +10% | +$4.58M | 3.91% | 4 |
|
|
2021
Q3 | $42.4M | Sell |
299,350
-2,570
| -0.9% | -$378K | 3.17% | 5 |
|
|
2021
Q2 | $41.4M | Buy |
301,920
+4,661
| +2% | +$604K | 3.12% | 5 |
|
|
2021
Q1 | $36.3M | Sell |
297,259
-2,343
| -0.8% | -$301K | 3.02% | 4 |
|
|
2020
Q4 | $39.8M | Buy |
299,602
+7,505
| +3% | +$903K | 3.41% | 2 |
|
|
2020
Q3 | $33.8M | Sell |
292,097
-19,399
| -6% | -$2.12M | 3.35% | 5 |
|
|
2020
Q2 | $28.4M | Buy |
311,496
+20,192
| +7% | +$1.56M | 3.09% | 7 |
|
|
2020
Q1 | $18.5K | Buy |
291,304
+57,568
| +25% | +$4.23M | 2.55% | 10 |
|
|
2019
Q4 | $17.2M | Buy |
233,736
+15,616
| +7% | +$1M | 1.66% | 16 |
|
|
2019
Q3 | $12.2M | Buy |
218,120
+5,424
| +3% | +$284K | 1.36% | 25 |
|
|
2019
Q2 | $10.5M | Buy |
212,696
+2,588
| +1% | +$126K | 1.16% | 33 |
|
|
2019
Q1 | $9.98M | Sell |
210,108
-130,604
| -38% | -$5.54M | 1.14% | 32 |
|
|
2018
Q4 | $13.4M | Sell |
340,712
-63,616
| -16% | -$3.08M | 1.81% | 15 |
|
|
2018
Q3 | $22.8M | Buy |
404,328
+45,196
| +13% | +$2.35M | 2.42% | 9 |
|
|
2018
Q2 | $16.6M | Buy |
359,132
+2,476
| +0.7% | +$112K | 1.96% | 13 |
|
|
2018
Q1 | $15M | Buy |
356,656
+15,184
| +4% | +$654K | 1.81% | 16 |
|
|
2017
Q4 | $14.3M | Sell |
341,472
-68,100
| -17% | -$2.85M | 1.52% | 24 |
|
|
2017
Q3 | $15.8M | Sell |
409,572
-139,852
| -25% | -$5.43M | 1.92% | 17 |
|
|
2017
Q2 | $19.8M | Buy |
549,424
+179,592
| +49% | +$6.64M | 2.6% | 4 |
|
|
2017
Q1 | $13.3M | Buy |
369,832
+92
| +0% | +$3.03K | 1.87% | 14 |
|
|
2016
Q4 | $10.7M | Buy |
369,740
+315,784
| +585% | +$8.95M | 1.54% | 24 |
|
|
2016
Q3 | $1.52M | Buy |
53,956
+812
| +2% | +$21.5K | 0.25% | 80 |
|
|
2016
Q2 | $1.27M | Sell |
53,144
-667,004
| -93% | -$16.6M | 0.23% | 68 |
|
|
2016
Q1 | $19.6M | Buy |
720,148
+488,644
| +211% | +$12.2M | 3.09% | 4 |
|
|
2015
Q4 | $6.09M | Sell |
231,504
-93,312
| -29% | -$2.67M | 0.96% | 39 |
|
|
2015
Q3 | $8.96M | Sell |
324,816
-280,432
| -46% | -$8.22M | 1.72% | 19 |
|
|
2015
Q2 | $19M | Sell |
605,248
-51,220
| -8% | -$1.64M | 3.02% | 3 |
|
|
2015
Q1 | $20.4M | Sell |
656,468
-38,296
| -6% | -$1.16M | 3.26% | 2 |
|
|
2014
Q4 | $19.2M | Buy |
694,764
+465,640
| +203% | +$12.7M | 2.73% | 3 |
|
|
2014
Q3 | $5.77M | Sell |
229,124
-77,576
| -25% | -$1.9M | 0.86% | 42 |
|
|
2014
Q2 | $7.13M | Buy |
306,700
+284,664
| +1,292% | +$6.06M | 0.98% | 41 |
|
|
2014
Q1 | $422K | Sell |
22,036
-983,556
| -98% | -$18.7M | 0.06% | 130 |
|
|
2013
Q4 | $20.1M | Buy |
1,005,592
+993,384
| +8,137% | +$18.8M | 2.74% | 1 |
|
|
2013
Q3 | $208K | Buy |
+12,208
| New | +$202K | 0.03% | 171 |
|
Other funds holding AAPL
VCM
VPM
Moody Lynn & Lieberson's AAPL Position: Q1 2026 in Review
Moody Lynn & Lieberson reduced its Apple (AAPL) stake by 0.2% in Q1 2026, selling an estimated $148K and leaving 278,562 shares worth $70.7M. The position accounts for 3.97% of the portfolio, ranked #7.
Moody Lynn & Lieberson first reported a position in AAPL in Q3 2013 and has held it in 51 quarters since. The position peaked at $76.4M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Moody Lynn & Lieberson held 278,562 shares of Apple worth $70.7M as of Q1 2026.
- Moody Lynn & Lieberson sold 568 Apple shares in Q1 2026, an estimated $148K.
- Apple made up 3.97% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #7 holding.
- Moody Lynn & Lieberson first reported a position in Apple in Q3 2013 and has held it in 51 quarters since.
- Moody Lynn & Lieberson's Apple position peaked at $76.4M in Q4 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.