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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Lakeside Advisors's AAPL Position: Q2 2026 in Review

Lakeside Advisors held its Apple (AAPL) position steady in Q2 2026 at 7,944 shares worth $2.3M. The position accounts for 1.45% of the portfolio, ranked #17.

Lakeside Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.63M in Q4 2024. 3,658 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lakeside Advisors held 7,944 shares of Apple worth $2.3M as of Q2 2026.
  • Lakeside Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 1.45% of Lakeside Advisors's portfolio in Q2 2026, its #17 holding.
  • Lakeside Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Apple position peaked at $2.63M in Q4 2024.
  • 3,658 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.