Liontrust Investment Partners
AAPL icon

Liontrust Investment Partners’s Apple AAPL Stock Holding History

Liontrust Investment Partners’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 		$91.2M Buy
315,103
+152,570
+94% +$43.6M 1.34% 30
2026
Q1 		$41.2M Buy
162,533
+30,239
+23% +$7.87M 0.7% 47
2025
Q4 		$36M Buy
132,294
+3,942
+3% +$1.06M 0.53% 54
2025
Q3 		$32.7M Buy
128,352
+89,182
+228% +$20.1M 0.48% 54
2025
Q2 		$8.04M Sell
39,170
-107,420
-73% -$21.7M 0.12% 112
2025
Q1 		$32.6M Buy
146,590
+79,790
+119% +$18.5M 0.51% 48
2024
Q4 		$16.7M Sell
66,800
-138,666
-67% -$32.7M 0.24% 72
2024
Q3 		$43.3M Hold
205,466
– – 0.61% 44
2024
Q2 		$43.3M Buy
205,466
+77,466
+61% +$14.4M 0.61% 44
2024
Q1 		$21.9M Buy
128,000
+49,000
+62% +$8.91M 0.31% 60
2023
Q4 		$15.2M Buy
79,000
+5,000
+7% +$923K 0.22% 74
2023
Q3 		$12.7M Sell
74,000
-42,715
-37% -$7.83M 0.2% 77
2023
Q2 		$22.6M Sell
116,715
-112,361
-49% -$19.6M 0.33% 50
2023
Q1 		$37.8M Sell
229,076
-252,900
-52% -$37.3M 0.55% 36
2022
Q4 		$62.6M Buy
481,976
+36,000
+8% +$5.14M 1.09% 32
2022
Q3 		$61.6M Sell
445,976
-186,300
-29% -$29.2M 0.99% 32
2022
Q2 		$86.4M Buy
632,276
+10,000
+2% +$1.51M 1.22% 29
2022
Q1 		$109M Sell
622,276
-17,000
-3% -$2.86M 1.42% 29
2021
Q4 		$114M Buy
639,276
+57,064
+10% +$9.02M 1.35% 28
2021
Q3 		$82.4M Buy
+582,212
New +$85.7M 1.14% 30
2020
Q4 		$87.4M Buy
+658,812
New +$79.2M 1.76% 24

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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's AAPL Position: Q2 2026 in Review

Liontrust Investment Partners increased its Apple (AAPL) stake by 94% in Q2 2026, buying an estimated $43.6M and bringing the position to 315,103 shares worth $91.2M. The position accounts for 1.34% of the portfolio, ranked #30.

Liontrust Investment Partners first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $114M in Q4 2021. 6,153 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Liontrust Investment Partners held 315,103 shares of Apple worth $91.2M as of Q2 2026.
  • Liontrust Investment Partners bought 152,570 Apple shares in Q2 2026, an estimated $43.6M.
  • Apple made up 1.34% of Liontrust Investment Partners's portfolio in Q2 2026, its #30 holding.
  • Liontrust Investment Partners first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Liontrust Investment Partners's Apple position peaked at $114M in Q4 2021.
  • 6,153 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.