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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
Q2 		$4.22M Sell
14,596
-542
-4% -$155K 2.19% 14
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 $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

Lighthouse Financial's AAPL Position: Q2 2026 in Review

Lighthouse Financial reduced its Apple (AAPL) stake by 3.6% in Q2 2026, selling an estimated $155K and leaving 14,596 shares worth $4.22M. The position accounts for 2.19% of the portfolio, ranked #14.

Lighthouse Financial first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lighthouse Financial held 14,596 shares of Apple worth $4.22M as of Q2 2026.
  • Lighthouse Financial sold 542 Apple shares in Q2 2026, an estimated $155K.
  • Apple made up 2.19% of Lighthouse Financial's portfolio in Q2 2026, its #14 holding.
  • Lighthouse Financial first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lighthouse Financial's 13F filing for Q2 2026, filed 14 Aug 2026.