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Lakeshore Financial Planning’s Apple AAPL Stock Holding History

Lakeshore Financial Planning’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 		$10.9M Sell
37,537
-600
-2% -$172K 3.5% 8
2026
Q1 		$9.68M Sell
38,137
-82
-0.2% -$21.3K 3.51% 8
2025
Q4 		$10.4M Sell
38,219
-426
-1% -$114K 3.71% 9
2025
Q3 		$9.84M Sell
38,645
-454
-1% -$103K 3.65% 9
2025
Q2 		$8.02M Buy
39,099
+589
+2% +$119K 3.22% 9
2025
Q1 		$8.55M Buy
38,510
+5,505
+17% +$1.28M 3.56% 8
2024
Q4 		$8.27M Sell
33,005
-381
-1% -$89.8K 3.53% 9
2024
Q3 		$7.78M Buy
33,386
+147
+0.4% +$32.8K 3.43% 11
2024
Q2 		$7M Sell
33,239
-229
-0.7% -$42.7K 3.42% 11
2024
Q1 		$5.74M Buy
33,468
+438
+1% +$79.6K 2.9% 11
2023
Q4 		$6.36M Sell
33,030
-711
-2% -$131K 3.53% 10
2023
Q3 		$5.78M Buy
+33,741
New +$6.19M 3.29% 10

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lakeshore Financial Planning's AAPL Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $172K and leaving 37,537 shares worth $10.9M. The position accounts for 3.5% of the portfolio, ranked #8.

Lakeshore Financial Planning first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lakeshore Financial Planning held 37,537 shares of Apple worth $10.9M as of Q2 2026.
  • Lakeshore Financial Planning sold 600 Apple shares in Q2 2026, an estimated $172K.
  • Apple made up 3.5% of Lakeshore Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Lakeshore Financial Planning first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.