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Landmark Wealth Management (Illinois)’s Apple AAPL Stock Holding History

Landmark Wealth Management (Illinois)’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 		$10.1M Sell
34,757
-255
-0.7% -$72.9K 3.33% 9
2026
Q1 		$8.89M Sell
35,012
-1
-0% -$260 3.35% 10
2025
Q4 		$9.52M Sell
35,013
-927
-3% -$249K 3.59% 9
2025
Q3 		$9.15M Sell
35,940
-224
-0.6% -$50.6K 3.57% 9
2025
Q2 		$7.42M Buy
36,164
+212
+0.6% +$42.8K 3.18% 10
2025
Q1 		$7.99M Hold
35,952
– – 3.81% 8
2024
Q4 		$9M Buy
35,952
+6,947
+24% +$1.64M 4.38% 9
2024
Q3 		$6.76M Sell
29,005
-153
-0.5% -$34.2K 3.37% 11
2024
Q2 		$6.14M Sell
29,158
-419
-1% -$78.1K 3.38% 10
2024
Q1 		$5.07M Sell
29,577
-6
-0% -$1.09K 52.22% 1
2023
Q4 		$5.7M Buy
+29,583
New +$5.46M 58.77% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Landmark Wealth Management (Illinois)'s AAPL Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) reduced its Apple (AAPL) stake by 0.73% in Q2 2026, selling an estimated $72.9K and leaving 34,757 shares worth $10.1M. The position accounts for 3.33% of the portfolio, ranked #9.

Landmark Wealth Management (Illinois) first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Landmark Wealth Management (Illinois) held 34,757 shares of Apple worth $10.1M as of Q2 2026.
  • Landmark Wealth Management (Illinois) sold 255 Apple shares in Q2 2026, an estimated $72.9K.
  • Apple made up 3.33% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #9 holding.
  • Landmark Wealth Management (Illinois) first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.