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Lifestyle Asset Management’s Apple AAPL Stock Holding History

Lifestyle Asset Management’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 		$4.21M Buy
14,539
+235
+2% +$67.2K 1.13% 22
2026
Q1 		$3.63M Buy
14,304
+670
+5% +$174K 1.19% 18
2025
Q4 		$3.71M Sell
13,634
-18
-0.1% -$4.83K 1.21% 15
2025
Q3 		$3.48M Buy
13,652
+3,437
+34% +$776K 1.19% 17
2025
Q2 		$2.1M Buy
10,215
+2,165
+27% +$437K 0.98% 19
2025
Q1 		$1.79M Sell
8,050
-145
-2% -$33.6K 0.98% 19
2024
Q4 		$2.05M Buy
8,195
+203
+3% +$47.8K 1.12% 15
2024
Q3 		$1.86M Buy
7,992
+51
+0.6% +$11.4K 1.03% 16
2024
Q2 		$1.67M Sell
7,941
-595
-7% -$111K 0.96% 18
2024
Q1 		$1.46M Sell
8,536
-936
-10% -$170K 0.86% 18
2023
Q4 		$1.82M Buy
9,472
+103
+1% +$19K 1.01% 14
2023
Q3 		$1.6M Buy
9,369
+815
+10% +$149K 0.97% 14
2023
Q2 		$1.66M Sell
8,554
-676
-7% -$118K 1% 12
2023
Q1 		$1.52M Buy
9,230
+629
+7% +$92.8K 1.02% 13
2022
Q4 		$1.12M Buy
+8,601
New +$1.23M 0.89% 16

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

Lifestyle Asset Management's AAPL Position: Q2 2026 in Review

Lifestyle Asset Management increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $67.2K and bringing the position to 14,539 shares worth $4.21M. The position accounts for 1.13% of the portfolio, ranked #22.

Lifestyle Asset Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lifestyle Asset Management held 14,539 shares of Apple worth $4.21M as of Q2 2026.
  • Lifestyle Asset Management bought 235 Apple shares in Q2 2026, an estimated $67.2K.
  • Apple made up 1.13% of Lifestyle Asset Management's portfolio in Q2 2026, its #22 holding.
  • Lifestyle Asset Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.