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LifePlan Investment Advisors’s Apple AAPL Stock Holding History

LifePlan Investment 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 		$4.44M Buy
15,333
+508
+3% +$145K 1.53% 21
2026
Q1 		$3.76M Buy
14,825
+292
+2% +$76K 1.48% 25
2025
Q4 		$3.95M Buy
14,533
+515
+4% +$138K 1.61% 23
2025
Q3 		$3.57M Sell
14,018
-145
-1% -$32.8K 1.5% 27
2025
Q2 		$2.91M Buy
14,163
+5,548
+64% +$1.12M 1.44% 31
2025
Q1 		$1.91M Sell
8,615
-423
-5% -$98K 1.1% 32
2024
Q4 		$2.26M Buy
9,038
+478
+6% +$113K 1.4% 28
2024
Q3 		$1.99M Sell
8,560
-96
-1% -$21.4K 1.28% 28
2024
Q2 		$1.82M Buy
8,656
+51
+0.6% +$9.51K 1.31% 27
2024
Q1 		$1.48M Buy
8,605
+599
+7% +$109K 1.18% 27
2023
Q4 		$1.54M Buy
8,006
+527
+7% +$97.3K 1.41% 21
2023
Q3 		$1.28M Buy
7,479
+1,527
+26% +$280K 1.36% 22
2023
Q2 		$1.15M Buy
+5,952
New +$1.04M 1.29% 22

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

LifePlan Investment Advisors's AAPL Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Apple (AAPL) stake by 3.4% in Q2 2026, buying an estimated $145K and bringing the position to 15,333 shares worth $4.44M. The position accounts for 1.53% of the portfolio, ranked #21.

LifePlan Investment Advisors first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LifePlan Investment Advisors held 15,333 shares of Apple worth $4.44M as of Q2 2026.
  • LifePlan Investment Advisors bought 508 Apple shares in Q2 2026, an estimated $145K.
  • Apple made up 1.53% of LifePlan Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • LifePlan Investment Advisors first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.