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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.