Red Lighthouse Investment Management’s Apple AAPL Stock Holding History

Red Lighthouse Investment 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
2026 Q1	$20.4M	Sell	80,525 -104	-0.1%	-$27.1K	6.9%	5
2025 Q4	$21.9M	Sell	80,629 -7,729	-9%	-$2.07M	7.85%	5
2025 Q3	$22.5M	Buy	88,358 +25	+0%	+$5.65K	7.86%	5
2025 Q2	$18.1M	Sell	88,333 -5,198	-6%	-$1.05M	6.92%	5
2025 Q1	$16M	Buy	93,531 +5,086	+6%	+$1.18M	6.54%	5
2024 Q4	$22.1M	Sell	88,445 -1,267	-1%	-$299K	8.76%	4
2024 Q3	$20.9M	Sell	89,712 -909	-1%	-$203K	8.17%	4
2024 Q2	$19.1M	Sell	90,621 -2,910	-3%	-$543K	7.99%	4
2024 Q1	$16M	Sell	93,531 -327	-0.3%	-$59.5K	6.45%	5
2023 Q4	$18.1M	Sell	93,858 -1,702	-2%	-$314K	7.58%	5
2023 Q3	$16.4M	Sell	95,560 -15	-0%	-$2.75K	7.7%	5
2023 Q2	$18.5M	Sell	95,575 -4,948	-5%	-$862K	8.47%	4
2023 Q1	$16.6M	Sell	100,523 -404	-0.4%	-$59.6K	8.02%	5
2022 Q4	$13.1M	Buy	+100,927	New	+$14.4M	6.61%	5

Other funds holding AAPL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Red Lighthouse Investment Management's AAPL Position: Q1 2026 in Review

Red Lighthouse Investment Management reduced its Apple (AAPL) stake by 0.13% in Q1 2026, selling an estimated $27.1K and leaving 80,525 shares worth $20.4M. The position accounts for 6.9% of the portfolio, ranked #5.

Red Lighthouse Investment Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.5M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Red Lighthouse Investment Management held 80,525 shares of Apple worth $20.4M as of Q1 2026.
Red Lighthouse Investment Management sold 104 Apple shares in Q1 2026, an estimated $27.1K.
Apple made up 6.9% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #5 holding.
Red Lighthouse Investment Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Red Lighthouse Investment Management's Apple position peaked at $22.5M in Q3 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.