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LiftPoint Family Wealth Advisors’s Apple AAPL Stock Holding History

LiftPoint Family Wealth 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 		$3.93M Buy
13,570
+2,366
+21% +$677K 2.66% 11
2026
Q1 		$2.84M Buy
11,204
+403
+4% +$105K 2.35% 14
2025
Q4 		$2.93M Buy
+10,801
New +$2.9M 2.5% 11

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 $3.38T AUM 44.17% 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

LiftPoint Family Wealth Advisors's AAPL Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its Apple (AAPL) stake by 21% in Q2 2026, buying an estimated $677K and bringing the position to 13,570 shares worth $3.93M. The position accounts for 2.66% of the portfolio, ranked #11.

LiftPoint Family Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,153 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 13,570 shares of Apple worth $3.93M as of Q2 2026.
  • LiftPoint Family Wealth Advisors bought 2,366 Apple shares in Q2 2026, an estimated $677K.
  • Apple made up 2.66% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • LiftPoint Family Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 6,153 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.