LA
AAPL icon

Lifeworks Advisors’s Apple AAPL Stock Holding History

Lifeworks 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
Q1 		$9.3M Buy
36,643
+2,941
+9% +$765K 1.19% 15
2025
Q4 		$9.16M Sell
33,702
-1,775
-5% -$477K 1.19% 12
2025
Q3 		$9.03M Buy
35,477
+4,581
+15% +$1.03M 1.2% 14
2025
Q2 		$6.34M Buy
30,896
+1,954
+7% +$395K 0.95% 29
2025
Q1 		$6.43M Buy
28,942
+1,509
+6% +$350K 1.07% 25
2024
Q4 		$6.87M Buy
27,433
+1,419
+5% +$334K 1.24% 17
2024
Q3 		$6.06M Sell
26,014
-1,440
-5% -$322K 1.19% 21
2024
Q2 		$5.78M Buy
27,454
+2,972
+12% +$554K 1.61% 17
2024
Q1 		$4.2M Buy
24,482
+1,350
+6% +$245K 1.18% 26
2023
Q4 		$4.45M Sell
23,132
-7,077
-23% -$1.31M 1.54% 16
2023
Q3 		$5.17M Sell
30,209
-2,033
-6% -$373K 2.01% 9
2023
Q2 		$6.25M Buy
32,242
+53
+0.2% +$9.23K 2.66% 6
2023
Q1 		$5.31M Buy
32,189
+7,678
+31% +$1.13M 2.51% 5
2022
Q4 		$3.18M Sell
24,511
-1,384
-5% -$198K 1.79% 16
2022
Q3 		$3.97M Sell
25,895
-2,660
-9% -$417K 2.26% 7
2022
Q2 		$3.9M Sell
28,555
-207
-0.7% -$31.3K 2.48% 6
2022
Q1 		$5.02M Buy
28,762
+7,040
+32% +$1.18M 3.32% 4
2021
Q4 		$3.86M Buy
+21,722
New +$3.43M 3.07% 6

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

Lifeworks Advisors's AAPL Position: Q1 2026 in Review

Lifeworks Advisors increased its Apple (AAPL) stake by 8.7% in Q1 2026, buying an estimated $765K and bringing the position to 36,643 shares worth $9.3M. The position accounts for 1.19% of the portfolio, ranked #15.

Lifeworks Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lifeworks Advisors held 36,643 shares of Apple worth $9.3M as of Q1 2026.
  • Lifeworks Advisors bought 2,941 Apple shares in Q1 2026, an estimated $765K.
  • Apple made up 1.19% of Lifeworks Advisors's portfolio in Q1 2026, its #15 holding.
  • Lifeworks Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.