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LifeSteps Financial’s Apple AAPL Stock Holding History

LifeSteps Financial’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 		$8.25M Buy
28,528
+881
+3% +$252K 3.85% 4
2026
Q1 		$7.02M Sell
27,647
-45
-0.2% -$11.7K 4.44% 4
2025
Q4 		$7.53M Sell
27,692
-3,057
-10% -$821K 4.82% 4
2025
Q3 		$7.83M Sell
30,749
-1,008
-3% -$228K 5.03% 4
2025
Q2 		$6.52M Buy
31,757
+578
+2% +$117K 4.48% 5
2025
Q1 		$6.93M Sell
31,179
-3,101
-9% -$718K 5.62% 3
2024
Q4 		$8.58M Buy
34,280
+1,301
+4% +$307K 6.59% 3
2024
Q3 		$7.68M Buy
32,979
+12
+0% +$2.68K 6.01% 3
2024
Q2 		$6.94M Sell
32,967
-909
-3% -$170K 5.73% 3
2024
Q1 		$5.81M Sell
33,876
-1,970
-5% -$358K 4.38% 3
2023
Q4 		$6.9M Buy
35,846
+71
+0.2% +$13.1K 6.12% 3
2023
Q3 		$6.12M Sell
35,775
-94
-0.3% -$17.2K 6.23% 3
2023
Q2 		$6.96M Buy
35,869
+1
+0% +$174 6.88% 3
2023
Q1 		$5.91M Sell
35,868
-2,115
-6% -$312K 6.28% 3
2022
Q4 		$4.94M Sell
37,983
-1,403
-4% -$201K 5.14% 3
2022
Q3 		$5.44M Buy
39,386
+1,289
+3% +$202K 6.13% 3
2022
Q2 		$5.21M Sell
38,097
-1,725
-4% -$261K 5.43% 3
2022
Q1 		$6.95M Buy
39,822
+1,616
+4% +$272K 5.14% 4
2021
Q4 		$6.78M Sell
38,206
-2,448
-6% -$387K 4.8% 4
2021
Q3 		$5.75M Sell
40,654
-604
-1% -$88.9K 4.4% 4
2021
Q2 		$5.65M Sell
41,258
-23,709
-36% -$3.07M 4.34% 4
2021
Q1 		$7.94M Buy
64,967
+13,220
+26% +$1.7M 6.63% 3
2020
Q4 		$6.87M Buy
51,747
+85
+0.2% +$10.2K 6.3% 4
2020
Q3 		$5.98M Buy
51,662
+3,482
+7% +$380K 6.31% 4
2020
Q2 		$4.39M Buy
48,180
+1,424
+3% +$110K 5.07% 4
2020
Q1 		$2.97M Buy
46,756
+1,968
+4% +$145K 3.42% 6
2019
Q4 		$3.29M Buy
+44,788
New +$2.88M 3.1% 6

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

LifeSteps Financial's AAPL Position: Q2 2026 in Review

LifeSteps Financial increased its Apple (AAPL) stake by 3.2% in Q2 2026, buying an estimated $252K and bringing the position to 28,528 shares worth $8.25M. The position accounts for 3.85% of the portfolio, ranked #4.

LifeSteps Financial first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.58M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LifeSteps Financial held 28,528 shares of Apple worth $8.25M as of Q2 2026.
  • LifeSteps Financial bought 881 Apple shares in Q2 2026, an estimated $252K.
  • Apple made up 3.85% of LifeSteps Financial's portfolio in Q2 2026, its #4 holding.
  • LifeSteps Financial first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Apple position peaked at $8.58M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.