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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
Q3 		$9.95M Buy
29,876
+93
+0.3% +$29.9K 3.35% 2
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Lodestone Wealth Management's AAPL Position: Q3 2026 in Review

Lodestone Wealth Management increased its Apple (AAPL) stake by 0.31% in Q3 2026, buying an estimated $29.9K and bringing the position to 29,876 shares worth $9.95M. The position accounts for 3.35% of the portfolio, ranked #2.

Lodestone Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 953 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Lodestone Wealth Management held 29,876 shares of Apple worth $9.95M as of Q3 2026.
  • Lodestone Wealth Management bought 93 Apple shares in Q3 2026, an estimated $29.9K.
  • Apple made up 3.35% of Lodestone Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Lodestone Wealth Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 953 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.