LHWM
AAPL icon

Lake Hills Wealth Management’s Apple AAPL Stock Holding History

Lake Hills 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 		$2.99M Buy
10,318
+478
+5% +$137K 1.36% 20
2026
Q1 		$2.5M Sell
9,840
-260
-3% -$67.7K 1.4% 21
2025
Q4 		$2.75M Sell
10,100
-102
-1% -$27.4K 1.43% 17
2025
Q3 		$2.6M Sell
10,202
-274
-3% -$61.9K 1.39% 14
2025
Q2 		$2.15M Buy
10,476
+134
+1% +$27.1K 1.23% 16
2025
Q1 		$2.3M Sell
10,342
-300
-3% -$69.5K 1.59% 17
2024
Q4 		$2.67M Sell
10,642
-124
-1% -$29.2K 1.82% 23
2024
Q3 		$2.51M Sell
10,766
-100
-0.9% -$22.3K 1.68% 23
2024
Q2 		$2.29M Sell
10,866
-77
-0.7% -$14.4K 1.64% 22
2024
Q1 		$1.88M Sell
10,943
-5,742
-34% -$1.04M 1.69% 25
2023
Q4 		$3.21M Buy
16,685
+82
+0.5% +$15.1K 3.21% 11
2023
Q3 		$2.84M Hold
16,603
– – 2.88% 8
2023
Q2 		$3.22M Sell
16,603
-226
-1% -$39.4K 3.51% 12
2023
Q1 		$2.78M Sell
16,829
-672
-4% -$99.2K 2.9% 11
2022
Q4 		$2.27M Buy
+17,501
New +$2.5M 2.27% 12
2022
Q3 		– Sell
-23,523
Closed -$3.69M – 31
2022
Q2 		$3.22M Sell
23,523
-739
-3% -$112K 2.38% 13
2022
Q1 		$4.24M Sell
24,262
-2,737
-10% -$460K 3.05% 12
2021
Q4 		$4.79M Buy
+26,999
New +$4.27M 3.39% 11

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lake Hills Wealth Management's AAPL Position: Q2 2026 in Review

Lake Hills Wealth Management increased its Apple (AAPL) stake by 4.9% in Q2 2026, buying an estimated $137K and bringing the position to 10,318 shares worth $2.99M. The position accounts for 1.36% of the portfolio, ranked #20.

Lake Hills Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.79M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lake Hills Wealth Management held 10,318 shares of Apple worth $2.99M as of Q2 2026.
  • Lake Hills Wealth Management bought 478 Apple shares in Q2 2026, an estimated $137K.
  • Apple made up 1.36% of Lake Hills Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Lake Hills Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Lake Hills Wealth Management's Apple position peaked at $4.79M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.