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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lifestyle Asset Management's AAPL Position: Q1 2026 in Review

Lifestyle Asset Management increased its Apple (AAPL) stake by 4.9% in Q1 2026, buying an estimated $174K and bringing the position to 14,304 shares worth $3.63M. The position accounts for 1.19% of the portfolio, ranked #18.

Lifestyle Asset Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lifestyle Asset Management held 14,304 shares of Apple worth $3.63M as of Q1 2026.
  • Lifestyle Asset Management bought 670 Apple shares in Q1 2026, an estimated $174K.
  • Apple made up 1.19% of Lifestyle Asset Management's portfolio in Q1 2026, its #18 holding.
  • Lifestyle Asset Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Lifestyle Asset Management's Apple position peaked at $3.71M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.