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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
2024
Q4 		– Sell
-1,600
Closed -$373K – 182
2024
Q3 		$373K Hold
1,600
– – 0.08% 133
2024
Q2 		$337K Buy
+1,600
New +$298K 0.07% 135
2023
Q4 		– Sell
-400
Closed -$68.5K – 171
2023
Q3 		$68.5K Buy
+400
New +$73.4K 0.02% 159

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

LJI Wealth Management's AAPL Position: Q2 2026 in Review

LJI Wealth Management reduced its Apple (AAPL) stake by 0.85% in Q2 2026, selling an estimated $145K and leaving 59,378 shares worth $17.2M. The position accounts for 2.41% of the portfolio, ranked #9.

LJI Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LJI Wealth Management held 59,378 shares of Apple worth $17.2M as of Q2 2026.
  • LJI Wealth Management sold 507 Apple shares in Q2 2026, an estimated $145K.
  • Apple made up 2.41% of LJI Wealth Management's portfolio in Q2 2026, its #9 holding.
  • LJI Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.