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Lorne Steinberg Wealth Management’s Apple AAPL Stock Holding History

Lorne Steinberg 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 		$4.73M Sell
16,357
-362
-2% -$104K 0.97% 42
2026
Q1 		$4.24M Buy
16,719
+126
+0.8% +$32.8K 1.01% 43
2025
Q4 		$4.51M Buy
16,593
+36
+0.2% +$9.66K 1.04% 42
2025
Q3 		$4.22M Buy
16,557
+582
+4% +$131K 1.02% 45
2025
Q2 		$3.28M Buy
15,975
+260
+2% +$52.5K 0.86% 46
2025
Q1 		$3.49M Buy
15,715
+143
+0.9% +$33.1K 1.02% 45
2024
Q4 		$3.9M Sell
15,572
-104
-0.7% -$24.5K 1.13% 41
2024
Q3 		$3.65M Sell
15,676
-44
-0.3% -$9.83K 1.06% 45
2024
Q2 		$3.31M Sell
15,720
-2,028
-11% -$378K 1.07% 44
2024
Q1 		$3.04M Sell
17,748
-4,179
-19% -$760K 0.95% 48
2023
Q4 		$4.22M Buy
21,927
+510
+2% +$94.2K 1.42% 35
2023
Q3 		$3.67M Buy
21,417
+348
+2% +$63.8K 1.41% 40
2023
Q2 		$4.09M Buy
21,069
+1,717
+9% +$299K 1.54% 36
2023
Q1 		$3.19M Buy
19,352
+8
+0% +$1.18K 1.28% 46
2022
Q4 		$2.51M Buy
19,344
+276
+1% +$39.4K 1.08% 44
2022
Q3 		$2.63M Sell
19,068
-152
-0.8% -$23.9K 1.28% 39
2022
Q2 		$2.63M Sell
19,220
-169
-0.9% -$25.6K 1.24% 42
2022
Q1 		$2.29M Sell
19,389
-256
-1% -$43K 1.06% 39
2021
Q4 		$3.49M Sell
19,645
-359
-2% -$56.7K 1.5% 35
2021
Q3 		$2.83M Sell
20,004
-342
-2% -$50.4K 1.37% 35
2021
Q2 		$2.79M Sell
20,346
-89
-0.4% -$11.5K 1.37% 37
2021
Q1 		$2.5M Sell
20,435
-1,888
-8% -$242K 1.32% 35
2020
Q4 		$2.97M Buy
+22,323
New +$2.69M 1.85% 26

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

Lorne Steinberg Wealth Management's AAPL Position: Q2 2026 in Review

Lorne Steinberg Wealth Management reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $104K and leaving 16,357 shares worth $4.73M. The position accounts for 0.97% of the portfolio, ranked #42.

Lorne Steinberg Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lorne Steinberg Wealth Management held 16,357 shares of Apple worth $4.73M as of Q2 2026.
  • Lorne Steinberg Wealth Management sold 362 Apple shares in Q2 2026, an estimated $104K.
  • Apple made up 0.97% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Lorne Steinberg Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.