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Lowery Thomas LLC’s Apple AAPL Stock Holding History

Lowery Thomas LLC’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 		$2.09M Sell
7,226
-463
-6% -$132K 1.02% 26
2026
Q1 		$1.95M Buy
7,689
+1
+0% +$260 1.12% 25
2025
Q4 		$2.09M Sell
7,688
-28
-0.4% -$7.52K 1.18% 24
2025
Q3 		$1.96M Sell
7,716
-37
-0.5% -$8.36K 1.13% 25
2025
Q2 		$1.59M Buy
7,753
+2
+0% +$404 1.02% 25
2025
Q1 		$1.72M Sell
7,751
-131
-2% -$30.3K 1.18% 25
2024
Q4 		$1.97M Buy
7,882
+545
+7% +$128K 1.29% 23
2024
Q3 		$1.71M Sell
7,337
-270
-4% -$60.3K 1.16% 24
2024
Q2 		$1.6M Buy
7,607
+50
+0.7% +$9.32K 1.17% 21
2024
Q1 		$1.3M Sell
7,557
-257
-3% -$46.7K 0.99% 23
2023
Q4 		$1.5M Sell
7,814
-148
-2% -$27.3K 1.29% 21
2023
Q3 		$1.36M Buy
7,962
+28
+0.4% +$5.13K 1.3% 22
2023
Q2 		$1.54M Buy
7,934
+5,636
+245% +$982K 1.51% 19
2023
Q1 		$379K Buy
2,298
+23
+1% +$3.39K 0.42% 34
2022
Q4 		$296K Sell
2,275
-397
-15% -$56.7K 0.35% 32
2022
Q3 		$370K Buy
2,672
+3
+0.1% +$471 0.43% 36
2022
Q2 		$365K Sell
2,669
-1,570
-37% -$238K 0.35% 35
2022
Q1 		$740K Buy
4,239
+583
+16% +$98K 0.57% 31
2021
Q4 		$649K Buy
+3,656
New +$578K 0.45% 37

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

Lowery Thomas LLC's AAPL Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Apple (AAPL) stake by 6% in Q2 2026, selling an estimated $132K and leaving 7,226 shares worth $2.09M. The position accounts for 1.02% of the portfolio, ranked #26.

Lowery Thomas LLC first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lowery Thomas LLC held 7,226 shares of Apple worth $2.09M as of Q2 2026.
  • Lowery Thomas LLC sold 463 Apple shares in Q2 2026, an estimated $132K.
  • Apple made up 1.02% of Lowery Thomas LLC's portfolio in Q2 2026, its #26 holding.
  • Lowery Thomas LLC first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.