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RD Lewis Holdings’s Apple AAPL Stock Holding History

RD Lewis Holdings’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
2026
Q1 		$4.4M Sell
16,908
-200
-1% -$52K 3.81% 3
2025
Q4 		$4.61M Buy
17,108
+162
+1% +$43.5K 3.94% 3
2025
Q3 		$4.63M Buy
16,946
+426
+3% +$96.2K 4.34% 2
2025
Q2 		$3.63M Buy
16,520
+696
+4% +$141K 3.67% 4
2025
Q1 		$3.25M Buy
15,824
+542
+4% +$126K 3.68% 4
2024
Q4 		$3.48M Buy
+15,282
New +$3.6M 3.83% 4

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

RD Lewis Holdings's AAPL Position: Q1 2026 in Review

RD Lewis Holdings reduced its Apple (AAPL) stake by 1.2% in Q1 2026, selling an estimated $52K and leaving 16,908 shares worth $4.4M. The position accounts for 3.81% of the portfolio, ranked #3.

RD Lewis Holdings first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.63M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • RD Lewis Holdings held 16,908 shares of Apple worth $4.4M as of Q1 2026.
  • RD Lewis Holdings sold 200 Apple shares in Q1 2026, an estimated $52K.
  • Apple made up 3.81% of RD Lewis Holdings's portfolio in Q1 2026, its #3 holding.
  • RD Lewis Holdings first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Apple position peaked at $4.63M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.