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Lighthouse Financial’s Apple AAPL Stock Holding History

Lighthouse Financial’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 		$3.84M Buy
15,138
+4,217
+39% +$1.1M 2.32% 13
2025
Q4 		$2.97M Buy
10,921
+139
+1% +$37.3K 1.94% 14
2025
Q3 		$2.75M Sell
10,782
-222
-2% -$50.2K 1.81% 15
2025
Q2 		$2.26M Sell
11,004
-100
-0.9% -$20.2K 1.73% 14
2025
Q1 		$2.47M Sell
11,104
-650
-6% -$151K 2.13% 12
2024
Q4 		$2.94M Buy
+11,754
New +$2.77M 2.39% 12

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

Lighthouse Financial's AAPL Position: Q1 2026 in Review

Lighthouse Financial increased its Apple (AAPL) stake by 39% in Q1 2026, buying an estimated $1.1M and bringing the position to 15,138 shares worth $3.84M. The position accounts for 2.32% of the portfolio, ranked #13.

Lighthouse Financial first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lighthouse Financial held 15,138 shares of Apple worth $3.84M as of Q1 2026.
  • Lighthouse Financial bought 4,217 Apple shares in Q1 2026, an estimated $1.1M.
  • Apple made up 2.32% of Lighthouse Financial's portfolio in Q1 2026, its #13 holding.
  • Lighthouse Financial first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.