LMG Wealth Partners’s Applovin APP Stock Holding History

LMG Wealth Partners’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	$3.36M	Sell	6,517 -638	-9%	-$308K	0.54%	58
2026 Q1	$2.85M	Buy	7,155 +193	+3%	+$93.3K	0.52%	60
2025 Q4	$4.69M	Sell	6,962 -151	-2%	-$95.1K	0.88%	38
2025 Q3	$5.11M	Sell	7,113 -828	-10%	-$382K	0.95%	37
2025 Q2	$2.78M	Buy	7,941 +39	+0.5%	+$12.6K	0.57%	53
2025 Q1	$2.09M	Sell	7,902 -90	-1%	-$31K	0.47%	63
2024 Q4	$2.59M	Sell	7,992 -4,480	-36%	-$1.13M	0.56%	55
2024 Q3	$1.63M	Sell	12,472 -6,816	-35%	-$622K	0.37%	62
2024 Q2	$1.61M	Buy	19,288 +850	+5%	+$66K	0.4%	61
2024 Q1	$1.28M	Buy	+18,438	New	+$976K	0.32%	69

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

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

LMG Wealth Partners reduced its Applovin (APP) stake by 8.9% in Q2 2026, selling an estimated $308K and leaving 6,517 shares worth $3.36M. The position accounts for 0.54% of the portfolio, ranked #58.

LMG Wealth Partners first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.11M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

LMG Wealth Partners held 6,517 shares of Applovin worth $3.36M as of Q2 2026.
LMG Wealth Partners sold 638 Applovin shares in Q2 2026, an estimated $308K.
Applovin made up 0.54% of LMG Wealth Partners's portfolio in Q2 2026, its #58 holding.
LMG Wealth Partners first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
LMG Wealth Partners's Applovin position peaked at $5.11M in Q3 2025.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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