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
Q2 | $230M | Buy |
795,700
+184,500
| +30% | +$52.8M | 0.63% | 23 |
|
|
2026
Q1 | $155M | Sell |
611,200
-212,800
| -26% | -$55.4M | 0.47% | 26 |
|
|
2025
Q4 | $224M | Hold |
824,000
| – | – | 0.67% | 19 |
|
|
2025
Q3 | $210M | Buy |
824,000
+123,300
| +18% | +$27.9M | 0.66% | 20 |
|
|
2025
Q2 | $144M | Buy |
700,700
+167,500
| +31% | +$33.8M | 0.56% | 22 |
|
|
2025
Q1 | $118M | Buy |
533,200
+29,500
| +6% | +$6.83M | 0.53% | 21 |
|
|
2024
Q4 | $126M | Sell |
503,700
-43,000
| -8% | -$10.1M | 0.57% | 18 |
|
|
2024
Q3 | $127M | Buy |
546,700
+85,400
| +19% | +$19.1M | 0.64% | 15 |
|
|
2024
Q2 | $97.2M | Sell |
461,300
-51,600
| -10% | -$9.62M | 0.54% | 21 |
|
|
2024
Q1 | $88M | Sell |
512,900
-28,300
| -5% | -$5.15M | 0.52% | 23 |
|
|
2023
Q4 | $104M | Buy |
541,200
+67,600
| +14% | +$12.5M | 0.7% | 15 |
|
|
2023
Q3 | $81.1M | Buy |
473,600
+37,600
| +9% | +$6.9M | 0.62% | 18 |
|
|
2023
Q2 | $84.6M | Buy |
436,000
+109,900
| +34% | +$19.2M | 0.6% | 18 |
|
|
2023
Q1 | $53.8M | Buy |
326,100
+79,400
| +32% | +$11.7M | 0.52% | 20 |
|
|
2022
Q4 | $32.1M | Sell |
246,700
-9,800
| -4% | -$1.4M | 0.39% | 32 |
|
|
2022
Q3 | $35.4M | Sell |
256,500
-200
| -0.1% | -$31.4K | 0.45% | 22 |
|
|
2022
Q2 | $35.1M | Buy |
256,700
+68,200
| +36% | +$10.3M | 0.47% | 23 |
|
|
2022
Q1 | $32.9M | Buy |
188,500
+28,500
| +18% | +$4.79M | 0.37% | 29 |
|
|
2021
Q4 | $28.4M | Sell |
160,000
-7,900
| -5% | -$1.25M | 0.31% | 31 |
|
|
2021
Q3 | $23.8M | Buy |
167,900
+35,400
| +27% | +$5.21M | 0.33% | 34 |
|
|
2021
Q2 | $18.1M | Buy |
132,500
+7,200
| +6% | +$933K | 0.25% | 45 |
|
|
2021
Q1 | $15.3M | Buy |
125,300
+11,400
| +10% | +$1.46M | 0.26% | 46 |
|
|
2020
Q4 | $15.1M | Buy |
113,900
+32,200
| +39% | +$3.87M | 0.32% | 39 |
|
|
2020
Q3 | $9.46M | Sell |
81,700
-29,900
| -27% | -$3.26M | 0.24% | 51 |
|
|
2020
Q2 | $2.52M | Buy |
111,600
+14,000
| +14% | +$1.08M | 0.08% | 137 |
|
|
2020
Q1 | $1.55M | Buy |
97,600
+28,400
| +41% | +$2.09M | 0.07% | 167 |
|
|
2019
Q4 | $1.26M | Buy |
69,200
+12,800
| +23% | +$823K | 0.05% | 227 |
|
|
2019
Q3 | $3.16M | Buy |
56,400
+24,800
| +78% | +$1.3M | 0.16% | 94 |
|
|
2019
Q2 | $390K | Buy |
31,600
+26,800
| +558% | +$1.31M | 0.02% | 357 |
|
|
2019
Q1 | $227K | Buy |
+4,800
| New | +$204K | 0.01% | 460 |
|
Other funds holding AAPL
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.