Lake Street Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.8M | Sell |
154,772
-3,396
| -2% | -$971K | 5.12% | 2 |
|
|
2026
Q1 | $40.1M | Sell |
158,168
-11,999
| -7% | -$3.12M | 5.11% | 2 |
|
|
2025
Q4 | $46.3M | Buy |
170,167
+20,203
| +13% | +$5.42M | 5.66% | 3 |
|
|
2025
Q3 | $38.2M | Buy |
149,964
+492
| +0.3% | +$111K | 4.92% | 3 |
|
|
2025
Q2 | $30.7M | Sell |
149,472
-839
| -0.6% | -$169K | 4.36% | 4 |
|
|
2025
Q1 | $33.4M | Sell |
150,311
-10,715
| -7% | -$2.48M | 5.44% | 2 |
|
|
2024
Q4 | $40.3M | Sell |
161,026
-15,305
| -9% | -$3.61M | 6.44% | 1 |
|
|
2024
Q3 | $41.1M | Sell |
176,331
-41,462
| -19% | -$9.26M | 6.58% | 1 |
|
|
2024
Q2 | $45.9M | Buy |
217,793
+4,436
| +2% | +$827K | 5.94% | 1 |
|
|
2024
Q1 | $36.6M | Sell |
213,357
-2,228
| -1% | -$405K | 5.05% | 1 |
|
|
2023
Q4 | $41.5M | Sell |
215,585
-96
| -0% | -$17.7K | 6.54% | 1 |
|
|
2023
Q3 | $36.8M | Buy |
215,681
+1,084
| +0.5% | +$199K | 6.62% | 1 |
|
|
2023
Q2 | $41.6M | Sell |
214,597
-7,533
| -3% | -$1.31M | 7.31% | 1 |
|
|
2023
Q1 | $36.6M | Sell |
222,130
-13,011
| -6% | -$1.92M | 6.83% | 1 |
|
|
2022
Q4 | $30.6M | Buy |
235,141
+3,368
| +1% | +$481K | 6.32% | 1 |
|
|
2022
Q3 | $32M | Sell |
231,773
-9,583
| -4% | -$1.5M | 7.36% | 1 |
|
|
2022
Q2 | $33M | Sell |
241,356
-7,237
| -3% | -$1.1M | 6.95% | 1 |
|
|
2022
Q1 | $43.4M | Sell |
248,593
-7,391
| -3% | -$1.24M | 7.8% | 1 |
|
|
2021
Q4 | $45.5M | Buy |
255,984
+33,134
| +15% | +$5.24M | 7.98% | 1 |
|
|
2021
Q3 | $31.5M | Buy |
222,850
+16,242
| +8% | +$2.39M | 7.66% | 1 |
|
|
2021
Q2 | $28.4M | Buy |
206,608
+1,183
| +0.6% | +$153K | 7.22% | 1 |
|
|
2021
Q1 | $25.1M | Sell |
205,425
-4,572
| -2% | -$587K | 6.93% | 1 |
|
|
2020
Q4 | $27.9M | Sell |
209,997
-2,048
| -1% | -$246K | 8.05% | 1 |
|
|
2020
Q3 | $24.6M | Sell |
212,045
-10,259
| -5% | -$1.12M | 8.25% | 1 |
|
|
2020
Q2 | $20.3M | Buy |
222,304
+2,316
| +1% | +$179K | 7.51% | 1 |
|
|
2020
Q1 | $14M | Buy |
219,988
+1,116
| +0.5% | +$82.1K | 6.37% | 1 |
|
|
2019
Q4 | $16.1M | Buy |
218,872
+10,452
| +5% | +$672K | 6.15% | 1 |
|
|
2019
Q3 | $11.7M | Sell |
208,420
-5,460
| -3% | -$285K | 5.31% | 1 |
|
|
2019
Q2 | $10.6M | Buy |
213,880
+19,636
| +10% | +$957K | 6.23% | 1 |
|
|
2019
Q1 | $9.22M | Buy |
+194,244
| New | +$8.24M | 6.34% | 1 |
|
Other funds holding AAPL
Lake Street Private Wealth's AAPL Position: Q2 2026 in Review
Lake Street Private Wealth reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $971K and leaving 154,772 shares worth $44.8M. The position accounts for 5.12% of the portfolio, ranked #2.
Lake Street Private Wealth first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. The position peaked at $46.3M in Q4 2025. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Lake Street Private Wealth held 154,772 shares of Apple worth $44.8M as of Q2 2026.
- Lake Street Private Wealth sold 3,396 Apple shares in Q2 2026, an estimated $971K.
- Apple made up 5.12% of Lake Street Private Wealth's portfolio in Q2 2026, its #2 holding.
- Lake Street Private Wealth first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
- Lake Street Private Wealth's Apple position peaked at $46.3M in Q4 2025.
- 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.