LRI Investments’s Apple AAPL Stock Holding History

LRI Investments’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	$19.9M	Sell	68,905 -1,009	-1%	-$289K	1.6%	12
2026 Q1	$17.7M	Sell	69,914 -5,123	-7%	-$1.33M	1.57%	12
2025 Q4	$20.4M	Sell	75,037 -2,467	-3%	-$662K	1.65%	11
2025 Q3	$19.7M	Buy	77,504 +3,840	+5%	+$867K	1.62%	11
2025 Q2	$15.1M	Sell	73,664 -1,773	-2%	-$358K	1.28%	12
2025 Q1	$16.8M	Sell	75,437 -1,477	-2%	-$342K	1.62%	10
2024 Q4	$19.3M	Buy	76,914 +276	+0.4%	+$65K	1.86%	8
2024 Q3	$17.5M	Buy	76,638 +18,003	+31%	+$4.02M	1.7%	8
2024 Q2	$12.3M	Buy	58,635 +24,068	+70%	+$4.49M	1.41%	11
2024 Q1	$5.93M	Buy	+34,567	New	+$6.29M	1.5%	13

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's AAPL Position: Q2 2026 in Review

LRI Investments reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $289K and leaving 68,905 shares worth $19.9M. The position accounts for 1.6% of the portfolio, ranked #12.

LRI Investments first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.4M in Q4 2025. 2,959 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

LRI Investments held 68,905 shares of Apple worth $19.9M as of Q2 2026.
LRI Investments sold 1,009 Apple shares in Q2 2026, an estimated $289K.
Apple made up 1.6% of LRI Investments's portfolio in Q2 2026, its #12 holding.
LRI Investments first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Apple position peaked at $20.4M in Q4 2025.
2,959 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.