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Lauer Wealth’s Apple AAPL Stock Holding History

Lauer Wealth’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 		$751K Buy
2,386
+188
+9% +$53.8K 0.45% 33
2026
Q1 		$569K Buy
2,198
+170
+8% +$44.2K 0.45% 30
2025
Q4 		$525K Hold
2,028
– – 0.39% 31
2025
Q3 		$506K Sell
2,028
-25
-1% -$5.65K 0.36% 36
2025
Q2 		$466K Sell
2,053
-368
-15% -$74.3K 0.39% 29
2025
Q1 		$511K Hold
2,421
– – 0.39% 30
2024
Q4 		$606K Sell
2,421
-198
-8% -$46.7K 0.41% 24
2024
Q3 		$604K Sell
2,619
-33
-1% -$7.37K 0.47% 21
2024
Q2 		$604K Sell
2,652
-88
-3% -$16.4K 0.48% 20
2024
Q1 		$480K Sell
2,740
-115
-4% -$20.9K 0.42% 25
2023
Q4 		$554K Sell
2,855
-224
-7% -$41.4K 0.51% 25
2023
Q3 		$550K Sell
3,079
-20
-0.6% -$3.67K 0.59% 23
2023
Q2 		$599K Sell
3,099
-31
-1% -$5.4K 0.62% 23
2023
Q1 		$517K Buy
+3,130
New +$462K 0.65% 20

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Lauer Wealth's AAPL Position: Q2 2026 in Review

Lauer Wealth increased its Apple (AAPL) stake by 8.6% in Q2 2026, buying an estimated $53.8K and bringing the position to 2,386 shares worth $751K. The position accounts for 0.45% of the portfolio, ranked #33.

Lauer Wealth first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lauer Wealth held 2,386 shares of Apple worth $751K as of Q2 2026.
  • Lauer Wealth bought 188 Apple shares in Q2 2026, an estimated $53.8K.
  • Apple made up 0.45% of Lauer Wealth's portfolio in Q2 2026, its #33 holding.
  • Lauer Wealth first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.