Li Lu’s Apple AAPL Stock Holding History

Li Lu’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	$32M	Hold	110,600	–	–	0.86%	8
2026 Q1	$28.1M	Hold	110,600	–	–	0.88%	13
2025 Q4	$30.1M	Hold	110,600	–	–	0.84%	9
2025 Q3	$28.2M	Hold	110,600	–	–	0.87%	8
2025 Q2	$22.7M	Hold	110,600	–	–	0.84%	9
2025 Q1	$24.6M	Sell	110,600 -207,100	-65%	-$48M	1.11%	8
2024 Q4	$79.6M	Hold	317,700	–	–	2.93%	6
2024 Q3	$74M	Sell	317,700 -441,900	-58%	-$98.7M	2.99%	7
2024 Q2	$160M	Hold	759,600	–	–	6.25%	6
2024 Q1	$130M	Hold	759,600	–	–	5.76%	6
2023 Q4	$146M	Hold	759,600	–	–	7.1%	6
2023 Q3	$130M	Hold	759,600	–	–	7.15%	6
2023 Q2	$147M	Hold	759,600	–	–	8.22%	5
2023 Q1	$125M	Hold	759,600	–	–	6.14%	7
2022 Q4	$98.7M	Hold	759,600	–	–	5.12%	6
2022 Q3	$105M	Hold	759,600	–	–	6.02%	5
2022 Q2	$104M	Hold	759,600	–	–	5.54%	5
2022 Q1	$133M	Hold	759,600	–	–	5.57%	6
2021 Q4	$135M	Hold	759,600	–	–	5.06%	6
2021 Q3	$107M	Hold	759,600	–	–	5%	6
2021 Q2	$104M	Hold	759,600	–	–	5.08%	5
2021 Q1	$92.8M	Hold	759,600	–	–	4.69%	5
2020 Q4	$101M	Buy	+759,600	New	+$91.4M	5.55%	5

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Li Lu's AAPL Position: Q2 2026 in Review

Li Lu held its Apple (AAPL) position steady in Q2 2026 at 110,600 shares worth $32M. The position accounts for 0.86% of the portfolio, ranked #8.

Li Lu first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $160M in Q2 2024. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Li Lu held 110,600 shares of Apple worth $32M as of Q2 2026.
Li Lu left its Apple share count unchanged in Q2 2026.
Apple made up 0.86% of Li Lu's portfolio in Q2 2026, its #8 holding.
Li Lu first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
Li Lu's Apple position peaked at $160M in Q2 2024.
5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Himalaya Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.