LPL Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.01B | Buy |
23,695,604
+89,415
| +0.4% | +$23.3M | 1.6% | 4 |
|
|
2025
Q4 | $6.42B | Buy |
23,606,189
+755,379
| +3% | +$203M | 1.75% | 4 |
|
|
2025
Q3 | $5.82B | Buy |
22,850,810
+1,353,397
| +6% | +$306M | 1.7% | 5 |
|
|
2025
Q2 | $4.41B | Buy |
21,497,413
+1,107,913
| +5% | +$224M | 1.47% | 6 |
|
|
2025
Q1 | $4.53B | Buy |
20,389,500
+773,208
| +4% | +$179M | 1.76% | 3 |
|
|
2024
Q4 | $4.91B | Buy |
19,616,292
+1,103,879
| +6% | +$260M | 2% | 3 |
|
|
2024
Q3 | $4.31B | Buy |
18,512,413
+876,780
| +5% | +$196M | 1.92% | 4 |
|
|
2024
Q2 | $3.71B | Buy |
17,635,633
+1,207,918
| +7% | +$225M | 1.85% | 4 |
|
|
2024
Q1 | $2.82B | Buy |
16,427,715
+504,838
| +3% | +$91.8M | 1.51% | 5 |
|
|
2023
Q4 | $3.07B | Buy |
15,922,877
+535,665
| +3% | +$98.9M | 1.86% | 5 |
|
|
2023
Q3 | $2.63B | Buy |
15,387,212
+559,081
| +4% | +$103M | 1.84% | 5 |
|
|
2023
Q2 | $2.88B | Buy |
14,828,131
+128,383
| +0.9% | +$22.4M | 2.06% | 4 |
|
|
2023
Q1 | $2.42B | Buy |
14,699,748
+521,807
| +4% | +$77M | 1.89% | 4 |
|
|
2022
Q4 | $1.84B | Sell |
14,177,941
-124,186
| -0.9% | -$17.7M | 1.58% | 5 |
|
|
2022
Q3 | $1.98B | Buy |
14,302,127
+132,377
| +0.9% | +$20.8M | 1.91% | 4 |
|
|
2022
Q2 | $1.94B | Buy |
14,169,750
+109,765
| +0.8% | +$16.6M | 1.84% | 5 |
|
|
2022
Q1 | $2.46B | Sell |
14,059,985
-266,738
| -2% | -$44.9M | 2.11% | 4 |
|
|
2021
Q4 | $2.54B | Buy |
14,326,723
+550,513
| +4% | +$87M | 2.14% | 4 |
|
|
2021
Q3 | $1.95B | Buy |
13,776,210
+568,705
| +4% | +$83.7M | 1.83% | 6 |
|
|
2021
Q2 | $1.81B | Buy |
13,207,505
+321,257
| +2% | +$41.6M | 1.83% | 6 |
|
|
2021
Q1 | $1.57B | Buy |
12,886,248
+171,127
| +1% | +$22M | 1.81% | 6 |
|
|
2020
Q4 | $1.69B | Buy |
12,715,121
+1,160,911
| +10% | +$140M | 2.18% | 5 |
|
|
2020
Q3 | $1.34B | Buy |
11,554,210
+748,170
| +7% | +$81.6M | 2.09% | 6 |
|
|
2020
Q2 | $986M | Buy |
10,806,040
+419,868
| +4% | +$32.5M | 1.72% | 7 |
|
|
2020
Q1 | $660M | Buy |
10,386,172
+225,152
| +2% | +$16.6M | 1.42% | 13 |
|
|
2019
Q4 | $746M | Buy |
10,161,020
+499,848
| +5% | +$32.2M | 1.36% | 14 |
|
|
2019
Q3 | $541M | Buy |
9,661,172
+106,832
| +1% | +$5.59M | 1.1% | 16 |
|
|
2019
Q2 | $473M | Buy |
9,554,340
+225,984
| +2% | +$11M | 1.01% | 16 |
|
|
2019
Q1 | $443M | Buy |
9,328,356
+437,032
| +5% | +$18.5M | 1.01% | 17 |
|
|
2018
Q4 | $351M | Buy |
8,891,324
+459,032
| +5% | +$22.3M | 0.93% | 19 |
|
|
2018
Q3 | $476M | Buy |
8,432,292
+79,548
| +1% | +$4.14M | 1.14% | 15 |
|
|
2018
Q2 | $387M | Sell |
8,352,744
-4,764
| -0.1% | -$216K | 1.01% | 17 |
|
|
2018
Q1 | $351M | Buy |
8,357,508
+602,436
| +8% | +$25.9M | 0.97% | 18 |
|
|
2017
Q4 | $328M | Buy |
7,755,072
+630,400
| +9% | +$26.3M | 1% | 15 |
|
|
2017
Q3 | $275M | Buy |
7,124,672
+241,944
| +4% | +$9.39M | 0.97% | 15 |
|
|
2017
Q2 | $248M | Buy |
6,882,728
+6,280,320
| +1,043% | +$232M | 0.94% | 15 |
|
|
2017
Q1 | $21.6M | Sell |
602,408
-48,620
| -7% | -$1.6M | 0.15% | 115 |
|
|
2016
Q4 | $18.9M | Sell |
651,028
-7,872
| -1% | -$223K | 0.14% | 118 |
|
|
2016
Q3 | $18.6M | Sell |
658,900
-130,604
| -17% | -$3.46M | 0.18% | 103 |
|
|
2016
Q2 | $18.9M | Sell |
789,504
-15,151,804
| -95% | -$377M | 0.16% | 107 |
|
|
2016
Q1 | $438M | Sell |
15,941,308
-383,032
| -2% | -$9.54M | 1.22% | 8 |
|
|
2015
Q4 | $419M | Buy |
16,324,340
+7,987,644
| +96% | +$228M | 1.16% | 9 |
|
|
2015
Q3 | $231M | Sell |
8,336,696
-100,784
| -1% | -$2.96M | 1.27% | 8 |
|
|
2015
Q2 | $266M | Buy |
8,437,480
+227,828
| +3% | +$7.29M | 1.35% | 6 |
|
|
2015
Q1 | $255M | Buy |
8,209,652
+47,288
| +0.6% | +$1.43M | 1.3% | 7 |
|
|
2014
Q4 | $225M | Buy |
8,162,364
+489,908
| +6% | +$13.3M | 1.23% | 6 |
|
|
2014
Q3 | $190M | Buy |
7,672,456
+76,368
| +1% | +$1.87M | 1.13% | 7 |
|
|
2014
Q2 | $176M | Sell |
7,596,088
-472,840
| -6% | -$10.1M | 1.03% | 10 |
|
|
2014
Q1 | $155M | Sell |
8,068,928
-406,448
| -5% | -$7.73M | 0.95% | 15 |
|
|
2013
Q4 | $170M | Sell |
8,475,376
-67,312
| -0.8% | -$1.27M | 1.06% | 12 |
|
|
2013
Q3 | $151M | Buy |
8,542,688
+237,300
| +3% | +$3.93M | 1.01% | 15 |
|
|
2013
Q2 | $118M | Buy |
+8,305,388
| New | +$128M | 0.85% | 19 |
|
Other funds holding AAPL
VCM
VPM
LPL Financial's AAPL Position: Q1 2026 in Review
LPL Financial increased its Apple (AAPL) stake by 0.38% in Q1 2026, buying an estimated $23.3M and bringing the position to 23,695,604 shares worth $6.01B. The position accounts for 1.6% of the portfolio, ranked #4.
LPL Financial first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.42B in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- LPL Financial held 23,695,604 shares of Apple worth $6.01B as of Q1 2026.
- LPL Financial bought 89,415 Apple shares in Q1 2026, an estimated $23.3M.
- Apple made up 1.6% of LPL Financial's portfolio in Q1 2026, its #4 holding.
- LPL Financial first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Apple position peaked at $6.42B in Q4 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.