LPWM LLC
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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
Q3 		$1.2M Buy
3,595
+38
+1% +$12.2K 0.26% 44
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

LPWM LLC's AAPL Position: Q3 2026 in Review

LPWM LLC increased its Apple (AAPL) stake by 1.1% in Q3 2026, buying an estimated $12.2K and bringing the position to 3,595 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #44.

LPWM LLC first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,959 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • LPWM LLC held 3,595 shares of Apple worth $1.2M as of Q3 2026.
  • LPWM LLC bought 38 Apple shares in Q3 2026, an estimated $12.2K.
  • Apple made up 0.26% of LPWM LLC's portfolio in Q3 2026, its #44 holding.
  • LPWM LLC first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.