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Lineweaver Wealth Advisors’s Apple AAPL Stock Holding History

Lineweaver 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 		$26.9M Buy
93,087
+2,310
+3% +$661K 3.19% 7
2026
Q1 		$23M Sell
90,777
-1,899
-2% -$494K 3.11% 9
2025
Q4 		$25.2M Buy
92,676
+80
+0.1% +$21.5K 3.41% 9
2025
Q3 		$23.6M Sell
92,596
-2,367
-2% -$535K 3.45% 9
2025
Q2 		$19.5M Buy
94,963
+3,622
+4% +$731K 3.08% 9
2025
Q1 		$20.3M Sell
91,341
-439
-0.5% -$102K 3.46% 8
2024
Q4 		$23M Buy
91,780
+1,694
+2% +$399K 4.25% 4
2024
Q3 		$21M Buy
90,086
+1,735
+2% +$387K 4% 6
2024
Q2 		$18.6M Buy
88,351
+775
+0.9% +$145K 3.86% 6
2024
Q1 		$15M Buy
87,576
+951
+1% +$173K 3.57% 4
2023
Q4 		$16.7M Buy
86,625
+6,962
+9% +$1.29M 4.32% 4
2023
Q3 		$13.6M Buy
79,663
+5,450
+7% +$999K 3.97% 4
2023
Q2 		$14.4M Sell
74,213
-3,624
-5% -$631K 4.11% 4
2023
Q1 		$12.8M Sell
77,837
-5,186
-6% -$765K 3.94% 5
2022
Q4 		$10.8M Sell
83,023
-827
-1% -$118K 3.27% 7
2022
Q3 		$11.6M Buy
83,850
+624
+0.7% +$97.9K 3.76% 6
2022
Q2 		$11.4M Buy
83,226
+159
+0.2% +$24.1K 3.76% 6
2022
Q1 		$14.5M Sell
83,067
-1,794
-2% -$302K 4.14% 5
2021
Q4 		$15.1M Sell
84,861
-3,762
-4% -$595K 4.34% 6
2021
Q3 		$12.5M Buy
88,623
+10,883
+14% +$1.6M 3.83% 8
2021
Q2 		$10.6M Buy
77,740
+711
+0.9% +$92.1K 3.49% 8
2021
Q1 		$9.41M Buy
77,029
+2,008
+3% +$258K 3.34% 9
2020
Q4 		$9.95M Buy
75,021
+903
+1% +$109K 3.9% 8
2020
Q3 		$8.58M Buy
74,118
+3,034
+4% +$331K 3.83% 7
2020
Q2 		$6.48M Buy
71,084
+3,496
+5% +$271K 3.3% 10
2020
Q1 		$4.3M Sell
67,588
-572
-0.8% -$42.1K 2.7% 11
2019
Q4 		$5M Buy
+68,160
New +$4.38M 2.82% 13

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

Lineweaver Wealth Advisors's AAPL Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Apple (AAPL) stake by 2.5% in Q2 2026, buying an estimated $661K and bringing the position to 93,087 shares worth $26.9M. The position accounts for 3.19% of the portfolio, ranked #7.

Lineweaver Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lineweaver Wealth Advisors held 93,087 shares of Apple worth $26.9M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 2,310 Apple shares in Q2 2026, an estimated $661K.
  • Apple made up 3.19% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Lineweaver Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.