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LPWM LLC’s Apple AAPL Stock Holding History

LPWM LLC’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 		$1.03M Sell
3,557
-129
-3% -$36.9K 0.23% 48
2026
Q1 		$935K Sell
3,686
-237
-6% -$61.7K 0.24% 45
2025
Q4 		$1.07M Buy
3,923
+139
+4% +$37.3K 0.27% 41
2025
Q3 		$963K Sell
3,784
-183
-5% -$41.3K 0.26% 42
2025
Q2 		$814K Sell
3,967
-148
-4% -$29.9K 0.24% 41
2025
Q1 		$914K Buy
4,115
+26
+0.6% +$6.02K 0.29% 38
2024
Q4 		$1.02M Sell
4,089
-25
-0.6% -$5.89K 0.33% 36
2024
Q3 		$928K Hold
4,114
– – 0.3% 36
2024
Q2 		$937K Sell
4,114
-174
-4% -$32.4K 0.32% 36
2024
Q1 		$719K Sell
4,288
-896
-17% -$163K 0.26% 39
2023
Q4 		$939K Buy
5,184
+533
+11% +$98.4K 0.37% 32
2023
Q3 		$808K Buy
4,651
+23
+0.5% +$4.22K 0.36% 33
2023
Q2 		$891K Buy
+4,628
New +$806K 0.39% 33
2023
Q1 		– Sell
-4,626
Closed -$605K – 69
2022
Q4 		$605K Sell
4,626
-209
-4% -$29.9K 0.33% 33
2022
Q3 		$668K Buy
4,835
+101
+2% +$15.9K 0.4% 32
2022
Q2 		$696K Buy
4,734
+1
+0% +$151 0.39% 30
2022
Q1 		$815K Sell
4,733
-158
-3% -$26.6K 0.41% 32
2021
Q4 		$868K Buy
4,891
+1
+0% +$158 0.46% 28
2021
Q3 		$698K Buy
4,890
+1
+0% +$147 0.41% 30
2021
Q2 		$709K Buy
4,889
+651
+15% +$84.3K 0.43% 30
2021
Q1 		$521K Buy
4,238
+1
+0% +$128 0.35% 31
2020
Q4 		$562K Buy
4,237
+220
+5% +$26.5K 0.42% 29
2020
Q3 		$469K Buy
4,017
+557
+16% +$60.8K 0.38% 29
2020
Q2 		$316K Hold
3,460
– – 0.29% 38
2020
Q1 		$220K Buy
3,460
+4
+0.1% +$294 0.24% 41
2019
Q4 		$254K Buy
+3,456
New +$222K 0.23% 39

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LPWM LLC's AAPL Position: Q2 2026 in Review

LPWM LLC reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $36.9K and leaving 3,557 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #48.

LPWM LLC first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.07M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LPWM LLC held 3,557 shares of Apple worth $1.03M as of Q2 2026.
  • LPWM LLC sold 129 Apple shares in Q2 2026, an estimated $36.9K.
  • Apple made up 0.23% of LPWM LLC's portfolio in Q2 2026, its #48 holding.
  • LPWM LLC first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • LPWM LLC's Apple position peaked at $1.07M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.