L.K. Benson & Company’s Apple AAPL Stock Holding History

L.K. Benson & Company’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 Q2	$1.49M	Buy	5,161 +309	+6%	+$88.4K	0.45%	33
2026 Q1	$1.23M	Sell	4,852 -15	-0.3%	-$3.9K	0.41%	36
2025 Q4	$1.32M	Buy	4,867 +1,147	+31%	+$308K	0.66%	33
2025 Q3	$947K	Hold	3,720	–	–	0.51%	45
2025 Q2	$763K	Hold	3,720	–	–	0.47%	52
2025 Q1	$826K	Buy	3,720 +478	+15%	+$111K	0.57%	41
2024 Q4	$812K	Buy	+3,242	New	+$764K	0.57%	41

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

L.K. Benson & Company's AAPL Position: Q2 2026 in Review

L.K. Benson & Company increased its Apple (AAPL) stake by 6.4% in Q2 2026, buying an estimated $88.4K and bringing the position to 5,161 shares worth $1.49M. The position accounts for 0.45% of the portfolio, ranked #33.

L.K. Benson & Company first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

L.K. Benson & Company held 5,161 shares of Apple worth $1.49M as of Q2 2026.
L.K. Benson & Company bought 309 Apple shares in Q2 2026, an estimated $88.4K.
Apple made up 0.45% of L.K. Benson & Company's portfolio in Q2 2026, its #33 holding.
L.K. Benson & Company first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.