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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 		$6.3K Hold
20
– – ﹤0.01% 69
2026
Q1 		$23.6K Buy
+20
New +$5.21K 0.02% 56

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 4,685 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.
  • 4,685 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.