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Lantz Financial’s Apple AAPL Stock Holding History

Lantz Financial’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
34,799
-1,060
-3% -$303K 1.84% 7
2026
Q1 		$9.1M Buy
35,859
+1,599
+5% +$416K 1.88% 9
2025
Q4 		$9.31M Buy
34,260
+48
+0.1% +$12.9K 1.97% 8
2025
Q3 		$8.71M Buy
34,212
+1,599
+5% +$361K 1.93% 8
2025
Q2 		$6.69M Sell
32,613
-131
-0.4% -$26.5K 1.67% 12
2025
Q1 		$7.27M Sell
32,744
-375
-1% -$86.9K 1.99% 9
2024
Q4 		$8.29M Buy
33,119
+537
+2% +$127K 2.21% 7
2024
Q3 		$7.59M Buy
32,582
+2,831
+10% +$632K 2.06% 8
2024
Q2 		$6.27M Buy
29,751
+2,361
+9% +$440K 1.95% 8
2024
Q1 		$4.7M Buy
27,390
+1,615
+6% +$294K 1.51% 9
2023
Q4 		$4.96M Buy
25,775
+517
+2% +$95.5K 1.79% 8
2023
Q3 		$4.32M Sell
25,258
-37
-0.1% -$6.79K 1.72% 10
2023
Q2 		$4.91M Buy
25,295
+1,062
+4% +$185K 1.92% 8
2023
Q1 		$4M Sell
24,233
-198
-0.8% -$29.2K 1.66% 9
2022
Q4 		$3.17M Buy
24,431
+976
+4% +$139K 1.44% 13
2022
Q3 		$3.24M Buy
23,455
+434
+2% +$68.1K 1.69% 11
2022
Q2 		$3.15M Sell
23,021
-10
-0% -$1.51K 1.42% 14
2022
Q1 		$4.02M Sell
23,031
-1,125
-5% -$189K 1.64% 10
2021
Q4 		$4.29M Sell
24,156
-742
-3% -$117K 1.98% 7
2021
Q3 		$3.52M Buy
24,898
+58
+0.2% +$8.54K 1.81% 7
2021
Q2 		$3.4M Sell
24,840
-185
-0.7% -$24K 1.75% 8
2021
Q1 		$3.06M Sell
25,025
-201
-0.8% -$25.8K 1.74% 9
2020
Q4 		$3.35M Buy
25,226
+1,328
+6% +$160K 2.09% 8
2020
Q3 		$2.77M Buy
23,898
+210
+0.9% +$22.9K 1.86% 8
2020
Q2 		$2.16M Sell
23,688
-1,840
-7% -$143K 1.55% 9
2020
Q1 		$1.62M Sell
25,528
-680
-3% -$50K 1.27% 13
2019
Q4 		$1.92M Sell
26,208
-1,648
-6% -$106K 1.14% 17
2019
Q3 		$1.52M Buy
27,856
+1,136
+4% +$59.4K 1.03% 21
2019
Q2 		$1.35M Sell
26,720
-2,668
-9% -$130K 0.92% 37
2019
Q1 		$1.4M Buy
+29,388
New +$1.25M 1.01% 29

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Lantz Financial's AAPL Position: Q2 2026 in Review

Lantz Financial reduced its Apple (AAPL) stake by 3% in Q2 2026, selling an estimated $303K and leaving 34,799 shares worth $10.1M. The position accounts for 1.84% of the portfolio, ranked #7.

Lantz Financial first reported a position in AAPL in Q1 2019 and has held it in 30 quarters since. 1,478 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lantz Financial held 34,799 shares of Apple worth $10.1M as of Q2 2026.
  • Lantz Financial sold 1,060 Apple shares in Q2 2026, an estimated $303K.
  • Apple made up 1.84% of Lantz Financial's portfolio in Q2 2026, its #7 holding.
  • Lantz Financial first reported a position in Apple in Q1 2019 and has held it in 30 quarters since.
  • 1,478 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.