Lazari Capital Management’s Apple AAPL Stock Holding History

Lazari Capital Management’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	$43.1M	Sell	149,017 -1,553	-1%	-$444K	13.28%	1
2026 Q1	$38.2M	Sell	150,570 -4,751	-3%	-$1.24M	13.29%	1
2025 Q4	$42.2M	Sell	155,321 -4,078	-3%	-$1.09M	14.19%	1
2025 Q3	$40.6M	Sell	159,399 -6,184	-4%	-$1.4M	13.7%	1
2025 Q2	$34M	Sell	165,583 -9,084	-5%	-$1.83M	12.79%	1
2025 Q1	$38.8M	Sell	174,667 -815	-0.5%	-$189K	15.86%	1
2024 Q4	$43.9M	Buy	175,482 +27,734	+19%	+$6.54M	17.52%	1
2024 Q3	$34.4M	Sell	147,748 -2,711	-2%	-$605K	14.73%	1
2024 Q2	$31.7M	Buy	150,459 +1,695	+1%	+$316K	14.29%	1
2024 Q1	$25.5M	Sell	148,764 -7,889	-5%	-$1.43M	13.85%	1
2023 Q4	$30.2M	Sell	156,653 -22,662	-13%	-$4.18M	17.26%	1
2023 Q3	$30.7M	Buy	179,315 +338	+0.2%	+$62K	18.31%	1
2023 Q2	$34.7M	Buy	+178,977	New	+$31.2M	19.52%	1

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lazari Capital Management's AAPL Position: Q2 2026 in Review

Lazari Capital Management reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $444K and leaving 149,017 shares worth $43.1M. The position accounts for 13.28% of the portfolio, ranked #1.

Lazari Capital Management first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $43.9M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lazari Capital Management held 149,017 shares of Apple worth $43.1M as of Q2 2026.
Lazari Capital Management sold 1,553 Apple shares in Q2 2026, an estimated $444K.
Apple made up 13.28% of Lazari Capital Management's portfolio in Q2 2026, its #1 holding.
Lazari Capital Management first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Apple position peaked at $43.9M in Q4 2024.
3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.