Lewis Asset Management’s Apple AAPL Stock Holding History

Lewis Asset 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	$16M	Buy	55,429 +85	+0.2%	+$24.3K	5.62%	2
2026 Q1	$14M	Sell	55,344 -246	-0.4%	-$64K	5.74%	2
2025 Q4	$15.1M	Sell	55,590 -1,485	-3%	-$399K	6.15%	2
2025 Q3	$14.5M	Buy	57,075 +4,930	+9%	+$1.11M	5.97%	2
2025 Q2	$10.7M	Buy	52,145 +12,923	+33%	+$2.61M	5.03%	2
2025 Q1	$8.71M	Sell	39,222 -4,237	-10%	-$982K	7.2%	2
2024 Q4	$10.9M	Sell	43,459 -16,458	-27%	-$3.88M	8.31%	2
2024 Q3	$14M	Sell	59,917 -6,586	-10%	-$1.47M	10.19%	1
2024 Q2	$14M	Sell	66,503 -1,622	-2%	-$302K	10.7%	2
2024 Q1	$11.7M	Sell	68,125 -1,037	-1%	-$189K	9.62%	1
2023 Q4	$13.3M	Buy	+69,162	New	+$12.8M	12.25%	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

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

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

Lewis Asset Management's AAPL Position: Q2 2026 in Review

Lewis Asset Management increased its Apple (AAPL) stake by 0.15% in Q2 2026, buying an estimated $24.3K and bringing the position to 55,429 shares worth $16M. The position accounts for 5.62% of the portfolio, ranked #2.

Lewis Asset Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lewis Asset Management held 55,429 shares of Apple worth $16M as of Q2 2026.
Lewis Asset Management bought 85 Apple shares in Q2 2026, an estimated $24.3K.
Apple made up 5.62% of Lewis Asset Management's portfolio in Q2 2026, its #2 holding.
Lewis Asset Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.