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 | $11.6M | Sell |
45,800
-5,700
| -11% | -$1.48M | ﹤0.01% | 1870 |
|
|
2025
Q4 | $14M | Sell |
51,500
-7,400
| -13% | -$1.99M | ﹤0.01% | 1658 |
|
|
2025
Q3 | $15M | Buy |
58,900
+12,000
| +26% | +$2.71M | ﹤0.01% | 1561 |
|
|
2025
Q2 | $9.62M | Buy |
46,900
+9,100
| +24% | +$1.84M | ﹤0.01% | 1757 |
|
|
2025
Q1 | $8.4M | Sell |
37,800
-7,200
| -16% | -$1.67M | ﹤0.01% | 1731 |
|
|
2024
Q4 | $11.3M | Buy |
45,000
+2,600
| +6% | +$613K | ﹤0.01% | 1453 |
|
|
2024
Q3 | $9.88M | Buy |
42,400
+800
| +2% | +$179K | ﹤0.01% | 1473 |
|
|
2024
Q2 | $8.76M | Buy |
41,600
+41,554
| +90,335% | +$7.75M | ﹤0.01% | 1462 |
|
|
2024
Q1 | $789K | Sell |
46
-21,054
| -100% | -$3.83M | ﹤0.01% | 3402 |
|
|
2023
Q4 | $4.06M | Buy |
21,100
+12,600
| +148% | +$2.33M | ﹤0.01% | 1828 |
|
|
2023
Q3 | $1.46M | Sell |
8,500
-20,400
| -71% | -$3.74M | ﹤0.01% | 2585 |
|
|
2023
Q2 | $5.61M | Buy |
28,900
+21,300
| +280% | +$3.71M | ﹤0.01% | 1500 |
|
|
2023
Q1 | $1.25M | Sell |
7,600
-6,000
| -44% | -$885K | ﹤0.01% | 2566 |
|
|
2022
Q4 | $1.77M | Sell |
13,600
-8,300
| -38% | -$1.19M | ﹤0.01% | 2159 |
|
|
2022
Q3 | $3.03M | Buy |
21,900
+6,700
| +44% | +$1.05M | ﹤0.01% | 1704 |
|
|
2022
Q2 | $2.08M | Sell |
15,200
-1,500
| -9% | -$227K | ﹤0.01% | 2001 |
|
|
2022
Q1 | $2.92M | Sell |
16,700
-1,500
| -8% | -$252K | ﹤0.01% | 1781 |
|
|
2021
Q4 | $3.23M | Sell |
18,200
-2,800
| -13% | -$443K | ﹤0.01% | 1727 |
|
|
2021
Q3 | $2.97M | Buy |
21,000
+2,700
| +15% | +$398K | ﹤0.01% | 1752 |
|
|
2021
Q2 | $2.51M | Buy |
18,300
+12,400
| +210% | +$1.61M | ﹤0.01% | 1796 |
|
|
2021
Q1 | $721K | Sell |
5,900
-15,900
| -73% | -$2.04M | ﹤0.01% | 2702 |
|
|
2020
Q4 | $2.89M | Sell |
21,800
-2,600
| -11% | -$313K | ﹤0.01% | 1432 |
|
|
2020
Q3 | $2.83M | Sell |
24,400
-800
| -3% | -$87.3K | ﹤0.01% | 1275 |
|
|
2020
Q2 | $2.3M | Buy |
25,200
+21,200
| +530% | +$1.64M | ﹤0.01% | 1279 |
|
|
2020
Q1 | $254K | Sell |
4,000
-12,800
| -76% | -$941K | ﹤0.01% | 2629 |
|
|
2019
Q4 | $1.23M | Sell |
16,800
-10,000
| -37% | -$643K | ﹤0.01% | 1686 |
|
|
2019
Q3 | $1.5M | Buy |
26,800
+8,000
| +43% | +$418K | ﹤0.01% | 1450 |
|
|
2019
Q2 | $930K | Buy |
18,800
+8,800
| +88% | +$429K | ﹤0.01% | 1772 |
|
|
2019
Q1 | $475K | Sell |
10,000
-15,600
| -61% | -$662K | ﹤0.01% | 2264 |
|
|
2018
Q4 | $1.01M | Buy |
25,600
+1,200
| +5% | +$58.2K | ﹤0.01% | 1530 |
|
|
2018
Q3 | $1.38M | Buy |
24,400
+8,000
| +49% | +$417K | ﹤0.01% | 1435 |
|
|
2018
Q2 | $759K | Sell |
16,400
-23,600
| -59% | -$1.07M | ﹤0.01% | 1848 |
|
|
2018
Q1 | $1.68M | Buy |
40,000
+19,600
| +96% | +$844K | ﹤0.01% | 1227 |
|
|
2017
Q4 | $863K | Buy |
+20,400
| New | +$852K | ﹤0.01% | 1630 |
|
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.