LPL Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41B | Buy |
21,497,413
+1,107,913
| +5% | +$227M | 1.47% | 6 |
|
|
2025
Q1 | $4.53B | Buy |
20,389,500
+773,208
| +4% | +$172M | 1.76% | 3 |
|
|
2024
Q4 | $4.91B | Buy |
19,616,292
+1,103,879
| +6% | +$276M | 2% | 3 |
|
|
2024
Q3 | $4.31B | Buy |
18,512,413
+876,780
| +5% | +$204M | 1.92% | 4 |
|
|
2024
Q2 | $3.71B | Buy |
17,635,633
+1,207,918
| +7% | +$254M | 1.85% | 4 |
|
|
2024
Q1 | $2.82B | Buy |
16,427,715
+504,838
| +3% | +$86.6M | 1.51% | 5 |
|
|
2023
Q4 | $3.07B | Buy |
15,922,877
+535,665
| +3% | +$103M | 1.86% | 5 |
|
|
2023
Q3 | $2.63B | Buy |
15,387,212
+559,081
| +4% | +$95.7M | 1.84% | 5 |
|
|
2023
Q2 | $2.88B | Buy |
14,828,131
+128,383
| +0.9% | +$24.9M | 2.06% | 4 |
|
|
2023
Q1 | $2.42B | Buy |
14,699,748
+521,807
| +4% | +$86M | 1.89% | 4 |
|
|
2022
Q4 | $1.84B | Sell |
14,177,941
-124,186
| -0.9% | -$16.1M | 1.58% | 5 |
|
|
2022
Q3 | $1.98B | Buy |
14,302,127
+132,377
| +0.9% | +$18.3M | 1.91% | 4 |
|
|
2022
Q2 | $1.94B | Buy |
14,169,750
+109,765
| +0.8% | +$15M | 1.84% | 5 |
|
|
2022
Q1 | $2.46B | Sell |
14,059,985
-266,738
| -2% | -$46.6M | 2.11% | 4 |
|
|
2021
Q4 | $2.54B | Buy |
14,326,723
+550,513
| +4% | +$97.8M | 2.14% | 4 |
|
|
2021
Q3 | $1.95B | Buy |
13,776,210
+568,705
| +4% | +$80.5M | 1.83% | 6 |
|
|
2021
Q2 | $1.81B | Buy |
13,207,505
+321,257
| +2% | +$44M | 1.83% | 6 |
|
|
2021
Q1 | $1.57B | Buy |
12,886,248
+171,127
| +1% | +$20.9M | 1.81% | 6 |
|
|
2020
Q4 | $1.69B | Buy |
12,715,121
+1,160,911
| +10% | +$154M | 2.18% | 5 |
|
|
2020
Q3 | $1.34B | Buy |
11,554,210
+8,852,700
| +328% | +$1.03B | 2.09% | 6 |
|
|
2020
Q2 | $986M | Buy |
2,701,510
+104,967
| +4% | +$38.3M | 1.72% | 7 |
|
|
2020
Q1 | $660M | Buy |
2,596,543
+56,288
| +2% | +$14.3M | 1.42% | 13 |
|
|
2019
Q4 | $746M | Buy |
2,540,255
+124,962
| +5% | +$36.7M | 1.36% | 14 |
|
|
2019
Q3 | $541M | Buy |
2,415,293
+26,708
| +1% | +$5.98M | 1.1% | 16 |
|
|
2019
Q2 | $473M | Buy |
2,388,585
+56,496
| +2% | +$11.2M | 1.01% | 16 |
|
|
2019
Q1 | $443M | Buy |
2,332,089
+109,258
| +5% | +$20.8M | 1.01% | 17 |
|
|
2018
Q4 | $351M | Buy |
2,222,831
+114,758
| +5% | +$18.1M | 0.93% | 19 |
|
|
2018
Q3 | $476M | Buy |
2,108,073
+19,887
| +1% | +$4.49M | 1.14% | 15 |
|
|
2018
Q2 | $387M | Sell |
2,088,186
-1,191
| -0.1% | -$220K | 1.01% | 17 |
|
|
2018
Q1 | $351M | Buy |
2,089,377
+150,609
| +8% | +$25.3M | 0.97% | 18 |
|
|
2017
Q4 | $328M | Buy |
1,938,768
+157,600
| +9% | +$26.7M | 1% | 15 |
|
|
2017
Q3 | $275M | Buy |
1,781,168
+60,486
| +4% | +$9.32M | 0.97% | 15 |
|
|
2017
Q2 | $248M | Buy |
1,720,682
+1,570,080
| +1,043% | +$226M | 0.94% | 15 |
|
|
2017
Q1 | $21.6M | Sell |
150,602
-12,155
| -7% | -$1.75M | 0.15% | 115 |
|
|
2016
Q4 | $18.9M | Sell |
162,757
-1,968
| -1% | -$229K | 0.14% | 118 |
|
|
2016
Q3 | $18.6M | Sell |
164,725
-32,651
| -17% | -$3.69M | 0.18% | 103 |
|
|
2016
Q2 | $18.9M | Sell |
197,376
-3,787,951
| -95% | -$362M | 0.16% | 107 |
|
|
2016
Q1 | $438M | Sell |
3,985,327
-95,758
| -2% | -$10.5M | 1.22% | 8 |
|
|
2015
Q4 | $419M | Buy |
4,081,085
+1,996,911
| +96% | +$205M | 1.16% | 9 |
|
|
2015
Q3 | $231M | Sell |
2,084,174
-25,196
| -1% | -$2.79M | 1.27% | 8 |
|
|
2015
Q2 | $266M | Buy |
2,109,370
+56,957
| +3% | +$7.18M | 1.35% | 6 |
|
|
2015
Q1 | $255M | Buy |
2,052,413
+11,822
| +0.6% | +$1.47M | 1.3% | 7 |
|
|
2014
Q4 | $225M | Buy |
2,040,591
+122,477
| +6% | +$13.5M | 1.23% | 6 |
|
|
2014
Q3 | $190M | Buy |
1,918,114
+19,092
| +1% | +$1.89M | 1.13% | 7 |
|
|
2014
Q2 | $176M | Buy |
1,899,022
+1,610,846
| +559% | +$150M | 1.03% | 10 |
|
|
2014
Q1 | $155M | Sell |
288,176
-14,516
| -5% | -$7.79M | 0.95% | 15 |
|
|
2013
Q4 | $170M | Sell |
302,692
-2,404
| -0.8% | -$1.35M | 1.06% | 12 |
|
|
2013
Q3 | $151M | Buy |
305,096
+8,475
| +3% | +$4.2M | 1.01% | 15 |
|
|
2013
Q2 | $118M | Buy |
+296,621
| New | +$118M | 0.85% | 19 |
|