LM Advisors’s Applovin APP Stock Holding History

LM Advisors’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Sell	1,146 -264	-19%	-$127K	0.07%	146
2026 Q1	$3.54K	Sell	1,410 -892	-39%	-$431K	0.06%	152
2025 Q4	$3.42K	Buy	+2,302	New	+$1.45M	0.06%	151

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LM Advisors's APP Position: Q2 2026 in Review

LM Advisors reduced its Applovin (APP) stake by 19% in Q2 2026, selling an estimated $127K and leaving 1,146 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #146.

LM Advisors first reported a position in APP in Q4 2025 and has held it in 3 quarters since. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

LM Advisors held 1,146 shares of Applovin worth $590K as of Q2 2026.
LM Advisors sold 264 Applovin shares in Q2 2026, an estimated $127K.
Applovin made up 0.07% of LM Advisors's portfolio in Q2 2026, its #146 holding.
LM Advisors first reported a position in Applovin in Q4 2025 and has held it in 3 quarters since.
1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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