LWM
AAPL icon

Lakeridge Wealth Management’s Apple AAPL Stock Holding History

Lakeridge 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 		$7.88M Buy
27,220
+530
+2% +$152K 2.89% 8
2026
Q1 		$6.77M Buy
26,690
+238
+0.9% +$61.9K 2.91% 6
2025
Q4 		$7.19M Buy
26,452
+258
+1% +$69.3K 3.27% 6
2025
Q3 		$6.67M Sell
26,194
-824
-3% -$186K 2.96% 8
2025
Q2 		$5.54M Sell
27,018
-1,432
-5% -$289K 2.55% 11
2025
Q1 		$6.32M Sell
28,450
-439
-2% -$102K 3.16% 7
2024
Q4 		$7.23M Sell
28,889
-247
-0.8% -$58.2K 3.74% 7
2024
Q3 		$6.79M Sell
29,136
-394
-1% -$88K 3.73% 5
2024
Q2 		$6.22M Buy
29,530
+23
+0.1% +$4.29K 3.74% 6
2024
Q1 		$5.06M Sell
29,507
-273
-0.9% -$49.6K 3.28% 7
2023
Q4 		$5.73M Buy
+29,780
New +$5.5M 4.15% 6

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

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

Lakeridge Wealth Management increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $152K and bringing the position to 27,220 shares worth $7.88M. The position accounts for 2.89% of the portfolio, ranked #8.

Lakeridge Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lakeridge Wealth Management held 27,220 shares of Apple worth $7.88M as of Q2 2026.
  • Lakeridge Wealth Management bought 530 Apple shares in Q2 2026, an estimated $152K.
  • Apple made up 2.89% of Lakeridge Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Lakeridge Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.