LWA
AAPL icon

LifeGoal Wealth Advisors’s Apple AAPL Stock Holding History

LifeGoal Wealth 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 		$4.99M Buy
17,236
+1,662
+11% +$475K 2.28% 11
2026
Q1 		$3.98M Buy
15,574
+2,635
+20% +$686K 2.28% 11
2025
Q4 		$3.52M Buy
12,939
+9,295
+255% +$2.5M 2.34% 10
2025
Q3 		$928K Sell
3,644
-204
-5% -$46.1K 0.77% 30
2025
Q2 		$789K Sell
3,848
-232
-6% -$46.9K 0.75% 32
2025
Q1 		$906K Hold
4,080
– – 0.98% 26
2024
Q4 		$1.02M Buy
+4,080
New +$962K 1.11% 23

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LifeGoal Wealth Advisors's AAPL Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $475K and bringing the position to 17,236 shares worth $4.99M. The position accounts for 2.28% of the portfolio, ranked #11.

LifeGoal Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LifeGoal Wealth Advisors held 17,236 shares of Apple worth $4.99M as of Q2 2026.
  • LifeGoal Wealth Advisors bought 1,662 Apple shares in Q2 2026, an estimated $475K.
  • Apple made up 2.28% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • LifeGoal Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.