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Liberty Atlantic Advisors’s Apple AAPL Stock Holding History

Liberty Atlantic 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 		$333K Buy
1,152
+124
+12% +$35.5K 0.24% 56
2026
Q1 		$261K Sell
1,028
-1,638
-61% -$426K 0.22% 62
2025
Q4 		$725K Buy
+2,666
New +$716K 0.71% 23

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

Liberty Atlantic Advisors's AAPL Position: Q2 2026 in Review

Liberty Atlantic Advisors increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $35.5K and bringing the position to 1,152 shares worth $333K. The position accounts for 0.24% of the portfolio, ranked #56.

Liberty Atlantic Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $725K in Q4 2025. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Liberty Atlantic Advisors held 1,152 shares of Apple worth $333K as of Q2 2026.
  • Liberty Atlantic Advisors bought 124 Apple shares in Q2 2026, an estimated $35.5K.
  • Apple made up 0.24% of Liberty Atlantic Advisors's portfolio in Q2 2026, its #56 holding.
  • Liberty Atlantic Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Liberty Atlantic Advisors's Apple position peaked at $725K in Q4 2025.
  • 6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Liberty Atlantic Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.