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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 6,073 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.
  • 6,073 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.