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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
2023
Q2 		– Sell
-1,700
Closed -$280K – 775
2023
Q1 		$280K Buy
+1,700
New +$251K 0.12% 76

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
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. 5,583 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.
  • 5,583 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.