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LJI Wealth Management’s Apple AAPL Stock Holding History

LJI 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
Q1 		$15.2M Buy
59,885
+372
+0.6% +$96.8K 2.43% 9
2025
Q4 		$16.2M Sell
59,513
-303
-0.5% -$81.3K 2.47% 9
2025
Q3 		$15.2M Sell
59,816
-3,258
-5% -$736K 2.66% 10
2025
Q2 		$12.9M Sell
63,074
-2,183
-3% -$441K 2.25% 11
2025
Q1 		$14.5M Sell
65,257
-1,231
-2% -$285K 2.89% 8
2024
Q4 		$16.6M Sell
66,488
-764
-1% -$180K 3.28% 7
2024
Q3 		$15.7M Buy
67,252
+153
+0.2% +$34.2K 3.2% 6
2024
Q2 		$14.1M Sell
67,099
-2,180
-3% -$407K 3.12% 6
2024
Q1 		$11.9M Sell
69,279
-82
-0.1% -$14.9K 3.07% 9
2023
Q4 		$13.4M Buy
69,361
+440
+0.6% +$81.2K 3.46% 6
2023
Q3 		$11.8M Buy
68,921
+1,495
+2% +$274K 3.4% 7
2023
Q2 		$13.1M Sell
67,426
-230
-0.3% -$40.1K 3.81% 5
2023
Q1 		$11.2M Sell
67,656
-284
-0.4% -$41.9K 3.52% 6
2022
Q4 		$8.83M Buy
+67,940
New +$9.71M 3.09% 7

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LJI Wealth Management's AAPL Position: Q1 2026 in Review

LJI Wealth Management increased its Apple (AAPL) stake by 0.63% in Q1 2026, buying an estimated $96.8K and bringing the position to 59,885 shares worth $15.2M. The position accounts for 2.43% of the portfolio, ranked #9.

LJI Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.6M in Q4 2024. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • LJI Wealth Management held 59,885 shares of Apple worth $15.2M as of Q1 2026.
  • LJI Wealth Management bought 372 Apple shares in Q1 2026, an estimated $96.8K.
  • Apple made up 2.43% of LJI Wealth Management's portfolio in Q1 2026, its #9 holding.
  • LJI Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Apple position peaked at $16.6M in Q4 2024.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.