LGT Financial Advisors’s Apple AAPL Stock Holding History

LGT Financial 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	$1.35M	Sell	4,661 -100	-2%	-$28.6K	7.13%	3
2026 Q1	$1.21M	Sell	4,761 -51	-1%	-$13.3K	6.19%	5
2025 Q4	$1.31M	Hold	4,812	–	–	8.01%	3
2025 Q3	$1.23M	Sell	4,812 -94	-2%	-$21.2K	2.64%	10
2025 Q2	$1.01M	Buy	4,906 +294	+6%	+$59.4K	2.55%	10
2025 Q1	$1.02M	Sell	4,612 -2,000	-30%	-$463K	3.13%	5
2024 Q4	$1.66M	Buy	6,612 +423	+7%	+$99.7K	3.66%	4
2024 Q3	$1.44M	Sell	6,189 -1,427	-19%	-$319K	3.56%	3
2024 Q2	$1.6M	Buy	7,616 +129	+2%	+$24.1K	3.38%	4
2024 Q1	$1.28M	Sell	7,487 -629	-8%	-$114K	1.49%	11
2023 Q4	$1.56M	Sell	8,116 -983	-11%	-$182K	1.91%	10
2023 Q3	$1.56M	Sell	9,099 -78	-0.8%	-$14.3K	1.98%	9
2023 Q2	$1.78M	Hold	9,177	–	–	1.89%	8
2023 Q1	$1.51M	Sell	9,177 -1,844	-17%	-$272K	2.82%	8
2022 Q4	$1.43M	Buy	+11,021	New	+$1.58M	1.68%	14

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

LGT Financial Advisors's AAPL Position: Q2 2026 in Review

LGT Financial Advisors reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $28.6K and leaving 4,661 shares worth $1.35M. The position accounts for 7.13% of the portfolio, ranked #3.

LGT Financial Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q2 2023. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

LGT Financial Advisors held 4,661 shares of Apple worth $1.35M as of Q2 2026.
LGT Financial Advisors sold 100 Apple shares in Q2 2026, an estimated $28.6K.
Apple made up 7.13% of LGT Financial Advisors's portfolio in Q2 2026, its #3 holding.
LGT Financial Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Apple position peaked at $1.78M in Q2 2023.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.