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Lantern Wealth Advisors’s Apple AAPL Stock Holding History

Lantern Wealth 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 		$11.3M Buy
39,217
+1,257
+3% +$360K 5.2% 1
2026
Q1 		$9.63M Buy
37,960
+509
+1% +$132K 4.94% 1
2025
Q4 		$10.2M Sell
37,451
-1,834
-5% -$492K 5.41% 1
2025
Q3 		$10M Buy
39,285
+3,511
+10% +$793K 5.3% 1
2025
Q2 		$7.34M Buy
+35,774
New +$7.22M 4.37% 2
2024
Q4 		$10.9M Buy
43,644
+4,418
+11% +$1.04M 7.09% 1
2024
Q3 		$9.14M Sell
39,226
-26
-0.1% -$5.81K 6.33% 1
2024
Q2 		$8.27M Sell
39,252
-610
-2% -$114K 5.99% 2
2024
Q1 		$6.84M Sell
39,862
-2,762
-6% -$502K 4.8% 3
2023
Q4 		$8.21M Buy
+42,624
New +$7.87M 6.43% 1

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

Lantern Wealth Advisors's AAPL Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $360K and bringing the position to 39,217 shares worth $11.3M. The position accounts for 5.2% of the portfolio, ranked #1.

Lantern Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lantern Wealth Advisors held 39,217 shares of Apple worth $11.3M as of Q2 2026.
  • Lantern Wealth Advisors bought 1,257 Apple shares in Q2 2026, an estimated $360K.
  • Apple made up 5.2% of Lantern Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Lantern Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.