Lido Advisors
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Lido Advisors’s Apple AAPL Stock Holding History

Lido 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 		$1.85M Sell
6,400
-3,200
-33% -$915K 0.01% 827
2026
Q1 		$2.44M Buy
9,600
+200
+2% +$52K 0.01% 658
2025
Q4 		$2.56M Sell
9,400
-3,900
-29% -$1.05M 0.01% 646
2025
Q3 		$3.39M Sell
13,300
-8,400
-39% -$1.9M 0.01% 534
2025
Q2 		$4.45M Buy
21,700
+16,900
+352% +$3.41M 0.02% 401
2025
Q1 		$1.07M Buy
4,800
+2,900
+153% +$672K ﹤0.01% 753
2024
Q4 		$476K Sell
1,900
-3,100
-62% -$731K ﹤0.01% 1022
2024
Q3 		$1.17M Sell
5,000
-2,700
-35% -$603K 0.01% 649
2024
Q2 		$1.62M Buy
7,700
+800
+12% +$149K 0.01% 496
2024
Q1 		$1.18M Buy
6,900
+2,600
+60% +$473K 0.01% 584
2023
Q4 		$828K Buy
4,300
+3,700
+617% +$683K 0.01% 681
2023
Q3 		$103K Sell
600
-14,400
-96% -$2.64M ﹤0.01% 1145
2023
Q2 		$2.91M Sell
15,000
-15,500
-51% -$2.7M 0.02% 304
2023
Q1 		$5.03M Buy
30,500
+6,000
+24% +$885K 0.05% 208
2022
Q4 		$3.18M Sell
24,500
-3,900
-14% -$557K 0.04% 222
2022
Q3 		$3.92M Buy
28,400
+12,600
+80% +$1.98M 0.05% 174
2022
Q2 		$2.16M Buy
15,800
+1,300
+9% +$197K 0.03% 227
2022
Q1 		$2.53M Buy
14,500
+2,500
+21% +$420K 0.03% 229
2021
Q4 		$2.13M Buy
12,000
+6,100
+103% +$964K 0.02% 258
2021
Q3 		$834K Buy
5,900
+600
+11% +$88.3K 0.01% 448
2021
Q2 		$725K Buy
5,300
+400
+8% +$51.8K 0.01% 451
2021
Q1 		$598K Buy
+4,900
New +$629K 0.01% 456
2020
Q1 		– Sell
-17,600
Closed -$320K – 585
2019
Q4 		$320K Hold
17,600
– – 0.01% 481
2019
Q3 		$985K Hold
17,600
– – 0.05% 215
2019
Q2 		$217K Hold
17,600
– – 0.01% 497
2019
Q1 		$208K Sell
17,600
-2,400
-12% -$102K 0.01% 484
2018
Q4 		$195K Buy
+20,000
New +$970K 0.02% 405

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

Lido Advisors's AAPL Position: Q2 2026 in Review

Lido Advisors reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $11.1M and leaving 3,803,588 shares worth $1.1B. The position accounts for 2.99% of the portfolio, ranked #4.

Lido Advisors first reported a position in AAPL in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.14B in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lido Advisors held 3,803,588 shares of Apple worth $1.1B as of Q2 2026.
  • Lido Advisors sold 38,844 Apple shares in Q2 2026, an estimated $11.1M.
  • Apple made up 2.99% of Lido Advisors's portfolio in Q2 2026, its #4 holding.
  • Lido Advisors first reported a position in Apple in Q1 2016 and has held it in 42 quarters since.
  • Lido Advisors's Apple position peaked at $1.14B in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.