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Lloyd Advisory Services’s Apple AAPL Stock Holding History

Lloyd Advisory Services’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 		$599K Sell
2,071
-2,535
-55% -$725K 0.23% 57
2026
Q1 		$1.17M Buy
4,606
+2,263
+97% +$589K 0.33% 31
2025
Q4 		$637K Sell
2,343
-13,086
-85% -$3.51M 0.25% 51
2025
Q3 		$2.6M Buy
15,429
+407
+3% +$91.9K 1.22% 18
2025
Q2 		$2M Buy
15,022
+3,302
+28% +$667K 0.97% 21
2025
Q1 		$2.03M Buy
11,720
+2,616
+29% +$606K 1.02% 19
2024
Q4 		$2.28M Buy
9,104
+196
+2% +$46.2K 1.08% 17
2024
Q3 		$2.08M Buy
8,908
+656
+8% +$146K 1% 19
2024
Q2 		$1.74M Sell
8,252
-36,273
-81% -$6.76M 0.82% 24
2024
Q1 		$7.64M Buy
44,525
+35,390
+387% +$6.43M 1.63% 10
2023
Q4 		$1.76M Sell
9,135
-42,279
-82% -$7.81M 0.83% 26
2023
Q3 		$8.8M Buy
+51,414
New +$9.43M 2.9% 7
2022
Q4 		$315K Buy
2,423
+201
+9% +$28.7K 0.22% 39
2022
Q3 		$307K Sell
2,222
-2,341
-51% -$367K 0.22% 40
2022
Q2 		$625K Buy
4,563
+1,414
+45% +$214K 0.49% 30
2022
Q1 		$550K Buy
3,149
+2,402
+322% +$404K 0.26% 43
2021
Q4 		$133K Hold
747
– – 0.06% 119
2021
Q3 		$106K Sell
747
-39
-5% -$5.74K 0.05% 126
2021
Q2 		$108K Buy
786
+23
+3% +$2.98K 0.05% 113
2021
Q1 		$93K Buy
763
+3
+0.4% +$385 0.05% 106
2020
Q4 		$101K Buy
760
+127
+20% +$15.3K 0.06% 83
2020
Q3 		$73K Sell
633
-51
-7% -$5.57K 0.04% 88
2020
Q2 		$62K Buy
684
+4
+0.6% +$310 0.04% 95
2020
Q1 		$43K Sell
680
-1,080
-61% -$79.4K 0.03% 94
2019
Q4 		$129K Buy
+1,760
New +$113K 0.12% 84

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

Lloyd Advisory Services's AAPL Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Apple (AAPL) stake by 55% in Q2 2026, selling an estimated $725K and leaving 2,071 shares worth $599K. The position accounts for 0.23% of the portfolio, ranked #57.

Lloyd Advisory Services first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.8M in Q3 2023. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lloyd Advisory Services held 2,071 shares of Apple worth $599K as of Q2 2026.
  • Lloyd Advisory Services sold 2,535 Apple shares in Q2 2026, an estimated $725K.
  • Apple made up 0.23% of Lloyd Advisory Services's portfolio in Q2 2026, its #57 holding.
  • Lloyd Advisory Services first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • Lloyd Advisory Services's Apple position peaked at $8.8M in Q3 2023.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.