LBWM
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Left Brain Wealth Management’s Apple AAPL Stock Holding History

Left Brain Wealth 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 		$1.13M Buy
3,911
+1,457
+59% +$417K 0.34% 48
2026
Q1 		$623K Buy
2,454
+25
+1% +$6.51K 0.24% 51
2025
Q4 		$660K Buy
2,429
+423
+21% +$114K 0.23% 50
2025
Q3 		$511K Hold
2,006
– – 0.16% 73
2025
Q2 		$412K Sell
2,006
-820
-29% -$166K 0.15% 72
2025
Q1 		$628K Sell
2,826
-90
-3% -$20.9K 0.27% 54
2024
Q4 		$730K Buy
2,916
+69
+2% +$16.3K 0.28% 54
2024
Q3 		$663K Buy
2,847
+31
+1% +$6.92K 0.31% 56
2024
Q2 		$593K Hold
2,816
– – 0.28% 57
2024
Q1 		$483K Sell
2,816
-36,276
-93% -$6.6M 0.23% 59
2023
Q4 		$7.53M Sell
39,092
-317
-0.8% -$58.5K 4.35% 4
2023
Q3 		$6.75M Sell
39,409
-139
-0.4% -$25.5K 4.2% 5
2023
Q2 		$7.67M Sell
39,548
-654
-2% -$114K 4.68% 4
2023
Q1 		$6.82M Buy
40,202
+2,523
+7% +$372K 4.64% 2
2022
Q4 		$4.9M Buy
+37,679
New +$5.38M 3.66% 6

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

Left Brain Wealth Management's AAPL Position: Q2 2026 in Review

Left Brain Wealth Management increased its Apple (AAPL) stake by 59% in Q2 2026, buying an estimated $417K and bringing the position to 3,911 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #48.

Left Brain Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.67M in Q2 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Left Brain Wealth Management held 3,911 shares of Apple worth $1.13M as of Q2 2026.
  • Left Brain Wealth Management bought 1,457 Apple shares in Q2 2026, an estimated $417K.
  • Apple made up 0.34% of Left Brain Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Left Brain Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Left Brain Wealth Management's Apple position peaked at $7.67M in Q2 2023.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.