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Lebenthal Global Advisors’s Apple AAPL Stock Holding History

Lebenthal Global 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 		$15.5M Buy
53,428
+849
+2% +$243K 2.09% 10
2026
Q1 		$13.3M Buy
52,579
+1,999
+4% +$520K 1.94% 15
2025
Q4 		$13.8M Buy
50,580
+1,634
+3% +$439K 2.12% 13
2025
Q3 		$12.5M Buy
48,946
+3,227
+7% +$729K 2.18% 13
2025
Q2 		$9.38M Sell
45,719
-1,084
-2% -$219K 1.75% 15
2025
Q1 		$10.4M Sell
46,803
-4,007
-8% -$928K 1.95% 15
2024
Q4 		$12.7M Buy
50,810
+1,321
+3% +$311K 2.32% 13
2024
Q3 		$11.5M Buy
49,489
+213
+0.4% +$47.6K 2.34% 12
2024
Q2 		$10.4M Sell
49,276
-1,682
-3% -$314K 2.27% 10
2024
Q1 		$8.74M Sell
50,958
-4,149
-8% -$754K 1.94% 11
2023
Q4 		$10.6M Buy
55,107
+6,063
+12% +$1.12M 2.47% 11
2023
Q3 		$8.4M Buy
49,044
+1,977
+4% +$363K 2.53% 10
2023
Q2 		$9.13M Sell
47,067
-2,695
-5% -$470K 2.65% 11
2023
Q1 		$8.21M Buy
49,762
+551
+1% +$81.3K 2.51% 10
2022
Q4 		$6.39M Buy
49,211
+1,473
+3% +$211K 2.11% 12
2022
Q3 		$6.6M Sell
47,738
-1,065
-2% -$167K 3.02% 11
2022
Q2 		$6.67M Sell
48,803
-257
-0.5% -$38.9K 3.23% 9
2022
Q1 		$8.57M Buy
49,060
+9,219
+23% +$1.55M 3.65% 7
2021
Q4 		$7.07M Buy
39,841
+2,455
+7% +$388K 2.86% 8
2021
Q3 		$5.29M Sell
37,386
-1,145
-3% -$169K 3.32% 6
2021
Q2 		$5.28M Buy
38,531
+810
+2% +$105K 2.83% 8
2021
Q1 		$4.61M Buy
37,721
+3,512
+10% +$451K 2.83% 8
2020
Q4 		$4.54M Buy
+34,209
New +$4.11M 3.21% 5

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lebenthal Global Advisors's AAPL Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $243K and bringing the position to 53,428 shares worth $15.5M. The position accounts for 2.09% of the portfolio, ranked #10.

Lebenthal Global Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lebenthal Global Advisors held 53,428 shares of Apple worth $15.5M as of Q2 2026.
  • Lebenthal Global Advisors bought 849 Apple shares in Q2 2026, an estimated $243K.
  • Apple made up 2.09% of Lebenthal Global Advisors's portfolio in Q2 2026, its #10 holding.
  • Lebenthal Global Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.