LBJ Family Wealth Advisors’s Apple AAPL Stock Holding History

LBJ Family 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	$343K	Buy	1,219 +1	+0.1%	+$286	0.17%	26
2026 Q1	$300K	Hold	1,218	–	–	0.18%	26
2025 Q4	$331K	Buy	1,218 +301	+33%	+$80.8K	0.18%	25
2025 Q3	$234K	Buy	+917	New	+$207K	0.13%	28
2025 Q2	–	Sell	-916	Closed	-$203K	–	28
2025 Q1	$203K	Buy	916 +1	+0.1%	+$232	0.13%	27
2024 Q4	$229K	Sell	915 -29	-3%	-$6.83K	0.14%	26
2024 Q3	$220K	Buy	+944	New	+$211K	0.13%	28

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

LBJ Family Wealth Advisors's AAPL Position: Q2 2026 in Review

LBJ Family Wealth Advisors increased its Apple (AAPL) stake by 0.08% in Q2 2026, buying an estimated $286 and bringing the position to 1,219 shares worth $343K. The position accounts for 0.17% of the portfolio, ranked #26.

LBJ Family Wealth Advisors first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 1,757 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

LBJ Family Wealth Advisors held 1,219 shares of Apple worth $343K as of Q2 2026.
LBJ Family Wealth Advisors bought 1 Apple share in Q2 2026, an estimated $286.
Apple made up 0.17% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #26 holding.
LBJ Family Wealth Advisors first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
1,757 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.