Lakeside Advisors
AAPL icon

Lakeside Advisors’s Apple AAPL Stock Holding History

Lakeside Advisors’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
Q3 		$2.5M Sell
7,513
-431
-5% -$138K 1.46% 16
2026
Q2 		$2.3M Hold
7,944
– – 1.45% 17
2026
Q1 		$2.02M Sell
7,944
-100
-1% -$26K 1.35% 17
2025
Q4 		$2.19M Sell
8,044
-251
-3% -$67.4K 1.4% 15
2025
Q3 		$2.11M Sell
8,295
-180
-2% -$40.7K 1.34% 16
2025
Q2 		$1.74M Sell
8,475
-1,722
-17% -$348K 1.12% 19
2025
Q1 		$2.26M Sell
10,197
-300
-3% -$69.5K 1.5% 16
2024
Q4 		$2.63M Buy
10,497
+213
+2% +$50.2K 1.74% 14
2024
Q3 		$2.4M Sell
10,284
-587
-5% -$131K 1.51% 14
2024
Q2 		$2.29M Sell
10,871
-834
-7% -$156K 1.49% 16
2024
Q1 		$2.01M Sell
11,705
-51
-0.4% -$9.27K 1.28% 17
2023
Q4 		$2.26M Hold
11,756
– – 1.57% 14
2023
Q3 		$2.01M Sell
11,756
-74
-0.6% -$13.6K 1.55% 14
2023
Q2 		$2.29M Hold
11,830
– – 1.69% 14
2023
Q1 		$1.95M Buy
11,830
+175
+2% +$25.8K 1.51% 15
2022
Q4 		$1.51M Buy
11,655
+4
+0% +$572 1.24% 18
2022
Q3 		$1.61M Sell
11,651
-400
-3% -$62.8K 1.44% 15
2022
Q2 		$1.65M Hold
12,051
– – 1.4% 16
2022
Q1 		$2.1M Sell
12,051
-850
-7% -$143K 1.59% 14
2021
Q4 		$2.29M Buy
+12,901
New +$2.04M 1.69% 14

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's AAPL Position: Q3 2026 in Review

Lakeside Advisors reduced its Apple (AAPL) stake by 5.4% in Q3 2026, selling an estimated $138K and leaving 7,513 shares worth $2.5M. The position accounts for 1.46% of the portfolio, ranked #16.

Lakeside Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.63M in Q4 2024. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Lakeside Advisors held 7,513 shares of Apple worth $2.5M as of Q3 2026.
  • Lakeside Advisors sold 431 Apple shares in Q3 2026, an estimated $138K.
  • Apple made up 1.46% of Lakeside Advisors's portfolio in Q3 2026, its #16 holding.
  • Lakeside Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Apple position peaked at $2.63M in Q4 2024.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.