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 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%	+$9.66K	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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lord & Richards Wealth Management's AAPL Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Apple (AAPL) stake by 0.34% in Q2 2026, buying an estimated $2.57K and bringing the position to 2,692 shares worth $779K. The position accounts for 0.61% of the portfolio, ranked #37.

Lord & Richards Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $903K in Q4 2024. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lord & Richards Wealth Management held 2,692 shares of Apple worth $779K as of Q2 2026.
Lord & Richards Wealth Management bought 9 Apple shares in Q2 2026, an estimated $2.57K.
Apple made up 0.61% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #37 holding.
Lord & Richards Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Apple position peaked at $903K in Q4 2024.
1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.