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Lugano Financial Advisors SA (LFA)’s Apple AAPL Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$1.17M Buy
4,059
+217
+6% +$62.1K 0.71% 31
2026
Q1 		$975K Sell
3,842
-700
-15% -$182K 0.5% 35
2025
Q4 		$1.23M Sell
4,542
-220
-5% -$59.1K 0.64% 34
2025
Q3 		$1.21M Hold
4,762
– – 0.64% 31
2025
Q2 		$977K Buy
4,762
+547
+13% +$110K 0.58% 33
2025
Q1 		$936K Sell
4,215
-323
-7% -$74.8K 0.64% 35
2024
Q4 		$1.14M Buy
4,538
+160
+4% +$37.7K 0.74% 31
2024
Q3 		$1.02M Buy
4,378
+123
+3% +$27.5K 0.69% 32
2024
Q2 		$896K Buy
4,255
+360
+9% +$67.1K 0.68% 31
2024
Q1 		$668K Buy
3,895
+1,448
+59% +$263K 0.49% 40
2023
Q4 		$471K Sell
2,447
-1,530
-38% -$283K 0.37% 41
2023
Q3 		$681K Sell
3,977
-2,654
-40% -$487K 0.58% 33
2023
Q2 		$1.29M Buy
6,631
+5,916
+827% +$1.03M 0.86% 30
2023
Q1 		$118K Hold
715
– – 0.09% 61
2022
Q4 		$92.9K Buy
+715
New +$102K 0.07% 73
2022
Q3 		– Sell
-100
Closed -$13K – 114
2022
Q2 		$13K Buy
+100
New +$15.1K 0.01% 113
2022
Q1 		– Sell
-1,000
Closed -$178K – 108
2021
Q4 		$178K Sell
1,000
-882
-47% -$139K 0.1% 65
2021
Q3 		$266K Hold
1,882
– – 0.17% 57
2021
Q2 		$258K Hold
1,882
– – 0.16% 61
2021
Q1 		$230K Buy
+1,882
New +$242K 0.16% 61
2020
Q2 		– Sell
-16,184
Closed -$1.25M – 113
2020
Q1 		$1.25M Sell
16,184
-528
-3% -$38.8K 1.13% 19
2019
Q4 		$1.23M Buy
+16,712
New +$1.08M 0.9% 20
2019
Q2 		$321K Buy
6,496
+400
+7% +$19.5K 0.2% 48
2019
Q1 		$289K Sell
6,096
-2,108
-26% -$89.4K 0.17% 52
2018
Q4 		$463K Hold
8,204
– – 0.32% 48
2018
Q3 		$463K Buy
8,204
+2,300
+39% +$120K 0.32% 48
2018
Q2 		$271K Buy
+5,904
New +$268K 0.26% 54

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

Lugano Financial Advisors SA (LFA)'s AAPL Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Apple (AAPL) stake by 5.6% in Q2 2026, buying an estimated $62.1K and bringing the position to 4,059 shares worth $1.17M. The position accounts for 0.71% of the portfolio, ranked #31.

Lugano Financial Advisors SA (LFA) first reported a position in AAPL in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.29M in Q2 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 4,059 shares of Apple worth $1.17M as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) bought 217 Apple shares in Q2 2026, an estimated $62.1K.
  • Apple made up 0.71% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #31 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Apple in Q2 2018 and has held it in 27 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Apple position peaked at $1.29M in Q2 2023.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.