LPL Financial’s Apple AAPL Stock Holding History

LPL Financial’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	$1.07M	Sell	3,700 -1,400	-27%	-$400K	﹤0.01%	4370
2026 Q1	$1.29M	Buy	5,100 +400	+9%	+$104K	﹤0.01%	3923
2025 Q4	$1.28M	Sell	4,700 -600	-11%	-$161K	﹤0.01%	3820
2025 Q3	$1.35M	Sell	5,300 -1,300	-20%	-$294K	﹤0.01%	3707
2025 Q2	$1.35M	Buy	+6,600	New	+$1.33M	﹤0.01%	3477
2023 Q2	–	Sell	-7,200	Closed	-$1.19M	–	4585
2023 Q1	$1.19M	Buy	7,200 +3,000	+71%	+$443K	﹤0.01%	2613
2022 Q4	$546K	Hold	4,200	–	–	﹤0.01%	3179
2022 Q3	$580K	Hold	4,200	–	–	﹤0.01%	3018
2022 Q2	$574K	Buy	+4,200	New	+$636K	﹤0.01%	3084
2021 Q4	–	Sell	-10,000	Closed	-$1.42M	–	4336
2021 Q3	$1.42M	Buy	+10,000	New	+$1.47M	﹤0.01%	2328
2021 Q2	–	Sell	-4,000	Closed	-$489K	–	4219
2021 Q1	$489K	Hold	4,000	–	–	﹤0.01%	3042
2020 Q4	$531K	Buy	+4,000	New	+$481K	﹤0.01%	2697

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

LPL Financial's AAPL Position: Q2 2026 in Review

LPL Financial increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $160M and bringing the position to 24,255,694 shares worth $7.02B. The position accounts for 1.58% of the portfolio, ranked #4.

LPL Financial first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

LPL Financial held 24,255,694 shares of Apple worth $7.02B as of Q2 2026.
LPL Financial bought 560,090 Apple shares in Q2 2026, an estimated $160M.
Apple made up 1.58% of LPL Financial's portfolio in Q2 2026, its #4 holding.
LPL Financial first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.