Oliver Lagore Vanvalin Investment Group’s Apple AAPL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$3.5M	Buy	+15,760	New	+$3.18M	1.37%	17
2024 Q4	$5.94M	Buy	23,714 +5,229	+28%	+$1.23M	1.52%	13
2024 Q3	$4.31M	Sell	18,485 -2,692	-13%	-$601K	1.15%	17
2024 Q2	$4.46M	Sell	21,177 -687	-3%	-$128K	1.28%	17
2024 Q1	$3.75M	Buy	21,864 +3,670	+20%	+$667K	1.1%	20
2023 Q4	$3.5M	Buy	18,194 +1,650	+10%	+$305K	1.3%	13
2023 Q3	$2.83M	Buy	16,544 +42	+0.3%	+$7.7K	1.12%	14
2023 Q2	$3.2M	Buy	16,502 +3,644	+28%	+$635K	1.17%	16
2023 Q1	$2.12M	Sell	12,858 -945	-7%	-$139K	0.91%	16
2022 Q4	$1.79M	Sell	13,803 -2,490	-15%	-$356K	1.01%	22
2022 Q3	$2.25M	Buy	16,293 +796	+5%	+$125K	1.45%	14
2022 Q2	$2.12M	Sell	15,497 -110	-0.7%	-$16.7K	1.24%	16
2022 Q1	$2.72M	Sell	15,607 -52,803	-77%	-$8.88M	1.82%	12
2021 Q4	$12.2M	Buy	+68,410	New	+$10.8M	0.87%	19

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's AAPL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Apple (AAPL) in Q2 2025: 15,760 shares worth $3.5M. The stake represents 1.37% of the portfolio and ranks #17 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AAPL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AAPL in Q4 2021 and has held it in 14 quarters since. The position peaked at $12.2M in Q4 2021. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 15,760 shares of Apple worth $3.5M as of Q2 2025.
Apple was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Apple made up 1.37% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #17 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Apple in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's Apple position peaked at $12.2M in Q4 2021.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.