LGL Partners’s Apple AAPL Stock Holding History

LGL Partners’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
2023 Q4	–	Sell	-15,000	Closed	-$2.57K	–	105
2023 Q3	$2.57K	Buy	+15,000	New	+$2.75M	﹤0.01%	96

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LGL Partners's AAPL Position: Q2 2026 in Review

LGL Partners held its Apple (AAPL) position steady in Q2 2026 at 1,073 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #47.

LGL Partners first reported a position in AAPL in Q4 2015 and has held it in 36 quarters since. The position peaked at $6.68M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

LGL Partners held 1,073 shares of Apple worth $311K as of Q2 2026.
LGL Partners left its Apple share count unchanged in Q2 2026.
Apple made up 0.11% of LGL Partners's portfolio in Q2 2026, its #47 holding.
LGL Partners first reported a position in Apple in Q4 2015 and has held it in 36 quarters since.
LGL Partners's Apple position peaked at $6.68M in Q4 2021.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.