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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
Q2 		$11.1M Buy
38,379
+1,736
+5% +$497K 1.16% 22
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 $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

Lifeworks Advisors's AAPL Position: Q2 2026 in Review

Lifeworks Advisors increased its Apple (AAPL) stake by 4.7% in Q2 2026, buying an estimated $497K and bringing the position to 38,379 shares worth $11.1M. The position accounts for 1.16% of the portfolio, ranked #22.

Lifeworks Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lifeworks Advisors held 38,379 shares of Apple worth $11.1M as of Q2 2026.
  • Lifeworks Advisors bought 1,736 Apple shares in Q2 2026, an estimated $497K.
  • Apple made up 1.16% of Lifeworks Advisors's portfolio in Q2 2026, its #22 holding.
  • Lifeworks Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.