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Laidlaw Wealth Management’s Apple AAPL Stock Holding History

Laidlaw Wealth 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
Q2 		$2.2M Sell
7,597
-5,660
-43% -$1.62M 6.27% 2
2026
Q1 		$3.36M Hold
13,257
– – 11.68% 1
2025
Q4 		$3.6M Sell
13,257
-148
-1% -$39.7K 11.16% 1
2025
Q3 		$3.41M Buy
13,405
+35
+0.3% +$7.91K 8.13% 3
2025
Q2 		$2.74M Sell
13,370
-2,117
-14% -$428K 7.91% 3
2025
Q1 		$3.44M Sell
15,487
-24,402
-61% -$5.65M 10.13% 1
2024
Q4 		$9.99M Buy
39,889
+642
+2% +$151K 4.35% 2
2024
Q3 		$9.14M Buy
39,247
+9,598
+32% +$2.14M 4.52% 1
2024
Q2 		$6.24M Sell
29,649
-6,554
-18% -$1.22M 3.43% 3
2024
Q1 		$6.21M Sell
36,203
-90,886
-72% -$16.5M 3.46% 2
2023
Q4 		$24.5M Sell
127,089
-14,755
-10% -$2.72M 8.89% 1
2023
Q3 		$24.3M Sell
141,844
-56,800
-29% -$10.4M 8.03% 1
2023
Q2 		$38.5M Sell
198,644
-6,661
-3% -$1.16M 7.54% 1
2023
Q1 		$33.9M Sell
205,305
-122
-0.1% -$18K 6.91% 1
2022
Q4 		$26.7M Sell
205,427
-5,747
-3% -$821K 5.72% 1
2022
Q3 		$29.2M Sell
211,174
-13,362
-6% -$2.1M 6.82% 1
2022
Q2 		$30.7M Buy
224,536
+566
+0.3% +$85.7K 6.26% 1
2022
Q1 		$39.1M Sell
223,970
-3,380
-1% -$568K 6.53% 1
2021
Q4 		$40.4M Sell
227,350
-4,583
-2% -$724K 6.45% 1
2021
Q3 		$32.8M Buy
231,933
+5,127
+2% +$755K 8.41% 1
2021
Q2 		$31.1M Buy
226,806
+7,756
+4% +$1M 8.01% 1
2021
Q1 		$26.8M Sell
219,050
-10,977
-5% -$1.41M 9.14% 1
2020
Q4 		$30.5M Buy
230,027
+84,114
+58% +$10.1M 6.43% 1
2020
Q3 		$16.9M Sell
145,913
-1,587
-1% -$173K 7.5% 1
2020
Q2 		$13.5M Buy
147,500
+5,420
+4% +$420K 7.02% 1
2020
Q1 		$9.03M Sell
142,080
-344
-0.2% -$25.3K 5.92% 1
2019
Q4 		$10.5M Buy
+142,424
New +$9.16M 6.61% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laidlaw Wealth Management's AAPL Position: Q2 2026 in Review

Laidlaw Wealth Management reduced its Apple (AAPL) stake by 43% in Q2 2026, selling an estimated $1.62M and leaving 7,597 shares worth $2.2M. The position accounts for 6.27% of the portfolio, ranked #2.

Laidlaw Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $40.4M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Laidlaw Wealth Management held 7,597 shares of Apple worth $2.2M as of Q2 2026.
  • Laidlaw Wealth Management sold 5,660 Apple shares in Q2 2026, an estimated $1.62M.
  • Apple made up 6.27% of Laidlaw Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Laidlaw Wealth Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Laidlaw Wealth Management's Apple position peaked at $40.4M in Q4 2021.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.