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
2023 Q1	–	Sell	-700	Closed	-$91K	–	132
2022 Q4	$91K	Buy	+700	New	+$100K	0.03%	122

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.