Lido Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $975M | Sell |
3,842,432
-581,195
| -13% | -$151M | 2.98% | 6 |
|
|
2025
Q4 | $1.14B | Buy |
4,423,627
+63,423
| +1% | +$17M | 3.41% | 5 |
|
|
2025
Q3 | $1.11B | Buy |
4,360,204
+476,114
| +12% | +$108M | 3.48% | 5 |
|
|
2025
Q2 | $797M | Buy |
3,884,090
+246,182
| +7% | +$49.7M | 3.1% | 6 |
|
|
2025
Q1 | $808M | Buy |
3,637,908
+367,494
| +11% | +$85.1M | 3.64% | 6 |
|
|
2024
Q4 | $819M | Buy |
3,270,414
+305,041
| +10% | +$71.9M | 3.73% | 6 |
|
|
2024
Q3 | $691M | Buy |
2,965,373
+192,532
| +7% | +$43M | 3.44% | 6 |
|
|
2024
Q2 | $584M | Buy |
2,772,841
+227,402
| +9% | +$42.4M | 3.25% | 7 |
|
|
2024
Q1 | $436M | Buy |
2,545,439
+3,225
| +0.1% | +$586K | 2.57% | 7 |
|
|
2023
Q4 | $489M | Buy |
2,542,214
+139,244
| +6% | +$25.7M | 3.31% | 6 |
|
|
2023
Q3 | $411M | Buy |
2,402,970
+176,955
| +8% | +$32.5M | 3.13% | 6 |
|
|
2023
Q2 | $432M | Buy |
2,226,015
+26,814
| +1% | +$4.67M | 3.08% | 6 |
|
|
2023
Q1 | $363M | Buy |
2,199,201
+223,423
| +11% | +$33M | 3.53% | 5 |
|
|
2022
Q4 | $257M | Buy |
1,975,778
+121,262
| +7% | +$17.3M | 3.13% | 5 |
|
|
2022
Q3 | $256M | Sell |
1,854,516
-18,878
| -1% | -$2.96M | 3.22% | 5 |
|
|
2022
Q2 | $256M | Sell |
1,873,394
-57,739
| -3% | -$8.74M | 3.4% | 5 |
|
|
2022
Q1 | $337M | Sell |
1,931,133
-60,045
| -3% | -$10.1M | 3.76% | 4 |
|
|
2021
Q4 | $354M | Buy |
1,991,178
+48,771
| +3% | +$7.71M | 3.85% | 4 |
|
|
2021
Q3 | $275M | Buy |
1,942,407
+215,419
| +12% | +$31.7M | 3.84% | 4 |
|
|
2021
Q2 | $237M | Buy |
1,726,988
+57,268
| +3% | +$7.42M | 3.29% | 5 |
|
|
2021
Q1 | $204M | Buy |
1,669,720
+24,602
| +1% | +$3.16M | 3.52% | 5 |
|
|
2020
Q4 | $218M | Sell |
1,645,118
-3,704
| -0.2% | -$446K | 4.55% | 4 |
|
|
2020
Q3 | $191M | Sell |
1,648,822
-34,702
| -2% | -$3.79M | 4.89% | 4 |
|
|
2020
Q2 | $154M | Buy |
1,683,524
+76,576
| +5% | +$5.93M | 4.64% | 4 |
|
|
2020
Q1 | $102M | Buy |
1,606,948
+52,604
| +3% | +$3.87M | 4.34% | 4 |
|
|
2019
Q4 | $114M | Buy |
1,554,344
+1,069,100
| +220% | +$68.8M | 4.54% | 3 |
|
|
2019
Q3 | $27.2M | Buy |
485,244
+59,164
| +14% | +$3.09M | 1.37% | 8 |
|
|
2019
Q2 | $21.1M | Buy |
426,080
+27,600
| +7% | +$1.34M | 1.21% | 11 |
|
|
2019
Q1 | $18.9M | Buy |
398,480
+47,536
| +14% | +$2.02M | 1.23% | 13 |
|
|
2018
Q4 | $13.8M | Sell |
350,944
-1,668
| -0.5% | -$80.9K | 1.37% | 13 |
|
|
2018
Q3 | $19.9M | Buy |
352,612
+23,828
| +7% | +$1.24M | 1.94% | 8 |
|
|
2018
Q2 | $15.2M | Buy |
328,784
+18,408
| +6% | +$835K | 1.75% | 11 |
|
|
2018
Q1 | $13M | Buy |
310,376
+43,256
| +16% | +$1.86M | 1.78% | 12 |
|
|
2017
Q4 | $11.3M | Buy |
267,120
+3,936
| +1% | +$164K | 1.61% | 15 |
|
|
2017
Q3 | $11.1M | Buy |
263,184
+49,580
| +23% | +$1.92M | 1.78% | 16 |
|
|
2017
Q2 | $7.69M | Sell |
213,604
-8,668
| -4% | -$320K | 1.6% | 13 |
|
|
2017
Q1 | $8.5M | Buy |
222,272
+3,036
| +1% | +$100K | 2.35% | 14 |
|
|
2016
Q4 | $6.35M | Buy |
219,236
+35,000
| +19% | +$992K | 1.57% | 11 |
|
|
2016
Q3 | $5.21M | Sell |
184,236
-14,488
| -7% | -$383K | 1.59% | 10 |
|
|
2016
Q2 | $4.75M | Buy |
198,724
+14,628
| +8% | +$364K | 1.47% | 11 |
|
|
2016
Q1 | $5.02M | Buy |
+184,096
| New | +$4.59M | 1.69% | 8 |
|
Other funds holding AAPL
VCM
VPM
Lido Advisors's AAPL Position: Q1 2026 in Review
Lido Advisors reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $151M and leaving 3,842,432 shares worth $975M. The position accounts for 2.98% of the portfolio, ranked #6.
Lido Advisors first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.14B in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Lido Advisors held 3,842,432 shares of Apple worth $975M as of Q1 2026.
- Lido Advisors sold 581,195 Apple shares in Q1 2026, an estimated $151M.
- Apple made up 2.98% of Lido Advisors's portfolio in Q1 2026, its #6 holding.
- Lido Advisors first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's Apple position peaked at $1.14B in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.