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Lauterbach Financial Advisors’s Apple AAPL Stock Holding History

Lauterbach Financial 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 		$2.29M Sell
7,917
-1,101
-12% -$315K 0.99% 18
2026
Q1 		$2.29M Sell
9,018
-633
-7% -$165K 1.12% 18
2025
Q4 		$2.62M Buy
9,651
+698
+8% +$187K 1.28% 15
2025
Q3 		$2.28M Sell
8,953
-59
-0.7% -$13.3K 1.15% 16
2025
Q2 		$1.85M Sell
9,012
-261
-3% -$52.7K 1.02% 17
2025
Q1 		$2.06M Sell
9,273
-553
-6% -$128K 1.28% 14
2024
Q4 		$2.46M Buy
9,826
+3
+0% +$707 1.49% 11
2024
Q3 		$2.29M Buy
9,823
+6
+0.1% +$1.34K 1.39% 11
2024
Q2 		$2.16M Sell
9,817
-47
-0.5% -$8.77K 1.42% 12
2024
Q1 		$1.69M Sell
9,864
-553
-5% -$101K 1.11% 14
2023
Q4 		$2.01M Sell
10,417
-107
-1% -$19.8K 1.4% 10
2023
Q3 		$1.8M Sell
10,524
-61
-0.6% -$11.2K 1.42% 11
2023
Q2 		$2.05M Buy
10,585
+3
+0% +$523 1.57% 9
2023
Q1 		$1.75M Buy
10,582
+100
+1% +$14.8K 1.41% 11
2022
Q4 		$1.36M Buy
10,482
+4
+0% +$572 1.21% 12
2022
Q3 		$1.45M Buy
10,478
+322
+3% +$50.5K 1.47% 10
2022
Q2 		$1.39M Buy
10,156
+153
+2% +$23.2K 1.32% 13
2022
Q1 		$1.75M Buy
10,003
+12
+0.1% +$2.02K 1.59% 9
2021
Q4 		$1.77M Buy
+9,991
New +$1.58M 1.57% 10

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lauterbach Financial Advisors's AAPL Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $315K and leaving 7,917 shares worth $2.29M. The position accounts for 0.99% of the portfolio, ranked #18.

Lauterbach Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lauterbach Financial Advisors held 7,917 shares of Apple worth $2.29M as of Q2 2026.
  • Lauterbach Financial Advisors sold 1,101 Apple shares in Q2 2026, an estimated $315K.
  • Apple made up 0.99% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Lauterbach Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Apple position peaked at $2.62M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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