Lionshead Wealth Management’s Apple AAPL Stock Holding History

Lionshead Wealth Management’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 Q3	$8.42M	Buy	25,284 +115	+0.5%	+$36.9K	5.7%	2
2026 Q2	$7.28M	Buy	25,169 +1,005	+4%	+$287K	4.73%	3
2026 Q1	$6.13M	Sell	24,164 -305	-1%	-$79.4K	4.52%	3
2025 Q4	$6.65M	Buy	24,469 +329	+1%	+$88.3K	5%	2
2025 Q3	$6.15M	Sell	24,140 -62	-0.3%	-$14K	4.88%	2
2025 Q2	$4.97M	Sell	24,202 -1,186	-5%	-$240K	4.58%	2
2025 Q1	$5.64M	Sell	25,388 -16,001	-39%	-$3.71M	5.86%	1
2024 Q4	$10.4M	Buy	+41,389	New	+$9.8M	7.49%	1

Other funds holding AAPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lionshead Wealth Management's AAPL Position: Q3 2026 in Review

Lionshead Wealth Management increased its Apple (AAPL) stake by 0.46% in Q3 2026, buying an estimated $36.9K and bringing the position to 25,284 shares worth $8.42M. The position accounts for 5.7% of the portfolio, ranked #2.

Lionshead Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.4M in Q4 2024. 4,265 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Lionshead Wealth Management held 25,284 shares of Apple worth $8.42M as of Q3 2026.
Lionshead Wealth Management bought 115 Apple shares in Q3 2026, an estimated $36.9K.
Apple made up 5.7% of Lionshead Wealth Management's portfolio in Q3 2026, its #2 holding.
Lionshead Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
Lionshead Wealth Management's Apple position peaked at $10.4M in Q4 2024.
4,265 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Lionshead Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.