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LifeGuide Financial Advisors’s Apple AAPL Stock Holding History

LifeGuide Financial 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 		$2.49M Buy
8,617
+17
+0.2% +$4.86K 0.71% 18
2026
Q1 		$2.18M Sell
8,600
-501
-6% -$130K 0.7% 18
2025
Q4 		$2.47M Buy
9,101
+5,407
+146% +$1.45M 0.82% 15
2025
Q3 		$768K Hold
3,694
– – 0.28% 26
2025
Q2 		$758K Buy
3,694
+725
+24% +$146K 0.28% 26
2025
Q1 		$660K Buy
2,969
+63
+2% +$14.6K 0.27% 25
2024
Q4 		$728K Buy
2,906
+741
+34% +$175K 0.31% 23
2024
Q3 		$504K Sell
2,165
-396
-15% -$88.4K 0.22% 27
2024
Q2 		$539K Sell
2,561
-1,546
-38% -$288K 0.26% 26
2024
Q1 		$704K Sell
4,107
-4,963
-55% -$902K 0.35% 23
2023
Q4 		$1.75M Buy
9,070
+109
+1% +$20.1K 0.92% 13
2023
Q3 		$1.53M Buy
+8,961
New +$1.64M 0.9% 14

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

LifeGuide Financial Advisors's AAPL Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Apple (AAPL) stake by 0.2% in Q2 2026, buying an estimated $4.86K and bringing the position to 8,617 shares worth $2.49M. The position accounts for 0.71% of the portfolio, ranked #18.

LifeGuide Financial Advisors first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LifeGuide Financial Advisors held 8,617 shares of Apple worth $2.49M as of Q2 2026.
  • LifeGuide Financial Advisors bought 17 Apple shares in Q2 2026, an estimated $4.86K.
  • Apple made up 0.71% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • LifeGuide Financial Advisors first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.