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Louisbourg Investments’s Apple AAPL Stock Holding History

Louisbourg Investments’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 		$635K Hold
2,640
– – 0.12% 104
2026
Q1 		$562K Hold
2,640
– – 0.11% 109
2025
Q4 		$607K Hold
2,640
– – 0.12% 104
2025
Q3 		$565K Hold
2,640
– – 0.12% 99
2025
Q2 		$459K Hold
2,640
– – 0.11% 105
2025
Q1 		$485K Sell
2,640
-300
-10% -$69.5K 0.13% 100
2024
Q4 		$622K Hold
2,940
– – 0.16% 90
2024
Q3 		$594K Hold
2,940
– – 0.15% 92
2024
Q2 		$534K Sell
2,940
-1,300
-31% -$242K 0.15% 90
2024
Q1 		$614K Sell
4,240
-2,620
-38% -$476K 0.17% 87
2023
Q4 		$1.09M Buy
+6,860
New +$1.27M 0.33% 73

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

Louisbourg Investments's AAPL Position: Q2 2026 in Review

Louisbourg Investments held its Apple (AAPL) position steady in Q2 2026 at 2,640 shares worth $635K. The position accounts for 0.12% of the portfolio, ranked #104.

Louisbourg Investments first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Louisbourg Investments held 2,640 shares of Apple worth $635K as of Q2 2026.
  • Louisbourg Investments left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.12% of Louisbourg Investments's portfolio in Q2 2026, its #104 holding.
  • Louisbourg Investments first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's Apple position peaked at $1.09M in Q4 2023.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.