Lountzis Asset Management’s Apple AAPL Stock Holding History

Lountzis Asset 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	$964K	Buy	3,329 +1,620	+95%	+$463K	0.3%	24
2026 Q1	$434K	Hold	1,709	–	–	0.16%	39
2025 Q4	$465K	Sell	1,709 -141	-8%	-$37.9K	0.17%	40
2025 Q3	$471K	Buy	1,850 +48	+3%	+$10.8K	0.15%	39
2025 Q2	$370K	Hold	1,802	–	–	0.13%	43
2025 Q1	$379K	Buy	+1,802	New	+$417K	0.14%	41
2021 Q4	–	Sell	-284	Closed	-$40.2K	–	33
2021 Q3	$40.2K	Hold	284	–	–	0.03%	59
2021 Q2	$38K	Hold	284	–	–	0.02%	57
2021 Q1	$34.7K	Hold	284	–	–	0.02%	57
2020 Q4	$38K	Hold	284	–	–	0.03%	56
2020 Q3	$33K	Hold	284	–	–	0.03%	51
2020 Q2	$26K	Buy	+284	New	+$22K	0.02%	52

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lountzis Asset Management's AAPL Position: Q2 2026 in Review

Lountzis Asset Management increased its Apple (AAPL) stake by 95% in Q2 2026, buying an estimated $463K and bringing the position to 3,329 shares worth $964K. The position accounts for 0.3% of the portfolio, ranked #24.

Lountzis Asset Management first reported a position in AAPL in Q2 2020 and has held it in 12 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lountzis Asset Management held 3,329 shares of Apple worth $964K as of Q2 2026.
Lountzis Asset Management bought 1,620 Apple shares in Q2 2026, an estimated $463K.
Apple made up 0.3% of Lountzis Asset Management's portfolio in Q2 2026, its #24 holding.
Lountzis Asset Management first reported a position in Apple in Q2 2020 and has held it in 12 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.