LMG Wealth Partners
AAPL icon

LMG Wealth Partners’s Apple AAPL Stock Holding History

LMG Wealth Partners’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 		$18.8M Sell
64,945
-884
-1% -$253K 3% 2
2026
Q1 		$16.7M Buy
65,829
+101
+0.2% +$26.3K 3.04% 3
2025
Q4 		$17.9M Sell
65,728
-7,271
-10% -$1.95M 3.33% 2
2025
Q3 		$18.6M Buy
72,999
+27
+0% +$6.1K 3.46% 2
2025
Q2 		$15M Sell
72,972
-152
-0.2% -$30.7K 3.08% 4
2025
Q1 		$16.2M Sell
73,124
-339
-0.5% -$78.5K 3.62% 2
2024
Q4 		$18.4M Sell
73,463
-132
-0.2% -$31.1K 4.01% 2
2024
Q3 		$17.1M Sell
73,595
-705
-0.9% -$157K 3.93% 2
2024
Q2 		$15.6M Sell
74,300
-32
-0% -$5.97K 3.9% 2
2024
Q1 		$12.7M Sell
74,332
-1,247
-2% -$227K 3.21% 4
2023
Q4 		$14.6M Sell
75,579
-87
-0.1% -$16.1K 4.04% 3
2023
Q3 		$13M Sell
75,666
-663
-0.9% -$122K 3.95% 3
2023
Q2 		$14.8M Sell
76,329
-447
-0.6% -$77.9K 4.53% 3
2023
Q1 		$12.7M Buy
76,776
+113
+0.1% +$16.7K 4.09% 3
2022
Q4 		$10.4M Buy
+76,663
New +$11M 3.45% 3

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 $3.38T AUM 44.17% 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

LMG Wealth Partners's AAPL Position: Q2 2026 in Review

LMG Wealth Partners reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $253K and leaving 64,945 shares worth $18.8M. The position accounts for 3% of the portfolio, ranked #2.

LMG Wealth Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,164 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LMG Wealth Partners held 64,945 shares of Apple worth $18.8M as of Q2 2026.
  • LMG Wealth Partners sold 884 Apple shares in Q2 2026, an estimated $253K.
  • Apple made up 3% of LMG Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • LMG Wealth Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,164 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.