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LM Advisors’s Apple AAPL Stock Holding History

LM Advisors’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 		$29.1M Buy
100,835
+74,785
+287% +$21.4M 3.36% 7
2026
Q1 		$103K Sell
26,050
-2,976
-10% -$775K 1.63% 11
2025
Q4 		$107K Sell
29,026
-76,450
-72% -$20.5M 1.92% 9
2025
Q3 		$26.9M Sell
105,476
-197,625
-65% -$44.6M 3.87% 7
2025
Q2 		$62.2M Buy
303,101
+200,843
+196% +$40.6M 8% 3
2025
Q1 		$22.7M Buy
102,258
+5,055
+5% +$1.17M 4.09% 5
2024
Q4 		$24.3M Sell
97,203
-9,389
-9% -$2.21M 4.36% 6
2024
Q3 		$24.8M Sell
106,592
-2,014
-2% -$450K 5.05% 5
2024
Q2 		$22.9M Sell
108,606
-52,901
-33% -$9.87M 0.04% 28
2024
Q1 		$30.2M Buy
161,507
+54,636
+51% +$9.93M 4.79% 5
2023
Q4 		$20.6M Buy
+106,871
New +$19.7M 4.14% 5

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

LM Advisors's AAPL Position: Q2 2026 in Review

LM Advisors increased its Apple (AAPL) stake by 287% in Q2 2026, buying an estimated $21.4M and bringing the position to 100,835 shares worth $29.1M. The position accounts for 3.36% of the portfolio, ranked #7.

LM Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.2M in Q2 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LM Advisors held 100,835 shares of Apple worth $29.1M as of Q2 2026.
  • LM Advisors bought 74,785 Apple shares in Q2 2026, an estimated $21.4M.
  • Apple made up 3.36% of LM Advisors's portfolio in Q2 2026, its #7 holding.
  • LM Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Apple position peaked at $62.2M in Q2 2025.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.