Lodestar Private Asset Management’s Apple AAPL Stock Holding History

Lodestar Private Asset Management’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	$40.8M	Sell	141,047 -2,059	-1%	-$589K	3.53%	4
2026 Q1	$36.3M	Sell	143,106 -916	-0.6%	-$238K	3.58%	3
2025 Q4	$39.2M	Sell	144,022 -2,293	-2%	-$616K	3.93%	3
2025 Q3	$37.3M	Buy	146,315 +3,254	+2%	+$735K	3.89%	3
2025 Q2	$29.4M	Sell	143,061 -2,423	-2%	-$489K	3.38%	5
2025 Q1	$32.3M	Sell	145,484 -2,725	-2%	-$631K	4.06%	4
2024 Q4	$37.1M	Buy	148,209 +6,236	+4%	+$1.47M	4.64%	2
2024 Q3	$33.1M	Sell	141,973 -1,073	-0.8%	-$240K	4.21%	3
2024 Q2	$30.1M	Buy	143,046 +4,623	+3%	+$862K	4.15%	3
2024 Q1	$23.7M	Sell	138,423 -4,914	-3%	-$894K	3.39%	4
2023 Q4	$27.6M	Buy	143,337 +330	+0.2%	+$60.9K	4.23%	3
2023 Q3	$24.5M	Sell	143,007 -979	-0.7%	-$180K	4.19%	4
2023 Q2	$27.9M	Buy	143,986 +760	+0.5%	+$132K	4.69%	2
2023 Q1	$23.6M	Sell	143,226 -3,124	-2%	-$461K	4.22%	3
2022 Q4	$19M	Buy	+146,350	New	+$20.9M	3.65%	5

Other funds holding AAPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lodestar Private Asset Management's AAPL Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $589K and leaving 141,047 shares worth $40.8M. The position accounts for 3.53% of the portfolio, ranked #4.

Lodestar Private Asset Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lodestar Private Asset Management held 141,047 shares of Apple worth $40.8M as of Q2 2026.
Lodestar Private Asset Management sold 2,059 Apple shares in Q2 2026, an estimated $589K.
Apple made up 3.53% of Lodestar Private Asset Management's portfolio in Q2 2026, its #4 holding.
Lodestar Private Asset Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.