Lord & Richards Wealth Management
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Lord & Richards Wealth Management’s Apple AAPL Stock Holding History

Lord & Richards 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 		$2.26M Buy
6,779
+4,087
+152% +$1.31M 1.72% 16
2026
Q2 		$779K Buy
2,692
+9
+0.3% +$2.57K 0.61% 37
2026
Q1 		$681K Buy
2,683
+4
+0.1% +$1.04K 0.6% 35
2025
Q4 		$728K Buy
2,679
+36
+1% +$9.7K 0.63% 39
2025
Q3 		$673K Sell
2,643
-460
-15% -$104K 0.62% 38
2025
Q2 		$637K Buy
3,103
+1,219
+65% +$246K 0.67% 38
2025
Q1 		$419K Sell
1,884
-1,721
-48% -$399K 0.47% 49
2024
Q4 		$903K Buy
+3,605
New +$850K 1.91% 14

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lord & Richards Wealth Management's AAPL Position: Q3 2026 in Review

Lord & Richards Wealth Management increased its Apple (AAPL) stake by 152% in Q3 2026, buying an estimated $1.31M and bringing the position to 6,779 shares worth $2.26M. The position accounts for 1.72% of the portfolio, ranked #16.

Lord & Richards Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Lord & Richards Wealth Management held 6,779 shares of Apple worth $2.26M as of Q3 2026.
  • Lord & Richards Wealth Management bought 4,087 Apple shares in Q3 2026, an estimated $1.31M.
  • Apple made up 1.72% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Lord & Richards Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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