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Lodestone Wealth Management’s Apple AAPL Stock Holding History

Lodestone Wealth 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 		$8.62M Sell
29,783
-1,319
-4% -$377K 3.04% 2
2026
Q1 		$7.89M Sell
31,102
-26
-0.1% -$6.77K 3.13% 2
2025
Q4 		$8.46M Sell
31,128
-1,964
-6% -$527K 3.45% 1
2025
Q3 		$8.43M Buy
33,092
+119
+0.4% +$26.9K 3.79% 1
2025
Q2 		$6.77M Sell
32,973
-486
-1% -$98.1K 3.29% 2
2025
Q1 		$7.43M Buy
33,459
+357
+1% +$82.7K 3.95% 1
2024
Q4 		$8.29M Sell
33,102
-194
-0.6% -$45.7K 4.16% 1
2024
Q3 		$7.76M Sell
33,296
-969
-3% -$216K 3.88% 1
2024
Q2 		$7.22M Buy
34,265
+78
+0.2% +$14.5K 3.8% 1
2024
Q1 		$5.86M Buy
34,187
+302
+0.9% +$54.9K 3.07% 2
2023
Q4 		$6.52M Buy
33,885
+239
+0.7% +$44.1K 3.78% 1
2023
Q3 		$5.76M Sell
33,646
-77
-0.2% -$14.1K 4.03% 1
2023
Q2 		$6.54M Sell
33,723
-692
-2% -$121K 4.48% 1
2023
Q1 		$5.67M Sell
34,415
-1,448
-4% -$214K 4.37% 2
2022
Q4 		$4.66M Buy
+35,863
New +$5.13M 3.76% 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 $3.37T 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

Lodestone Wealth Management's AAPL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $377K and leaving 29,783 shares worth $8.62M. The position accounts for 3.04% of the portfolio, ranked #2.

Lodestone Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lodestone Wealth Management held 29,783 shares of Apple worth $8.62M as of Q2 2026.
  • Lodestone Wealth Management sold 1,319 Apple shares in Q2 2026, an estimated $377K.
  • Apple made up 3.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Lodestone Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.