Luken Investment Analytics’s Apple AAPL Stock Holding History

Luken Investment Analytics’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	$1.22M	Hold	4,199	–	–	0.42%	31
2026 Q1	$1.07M	Sell	4,199 -478	-10%	-$124K	0.41%	30
2025 Q4	$1.27M	Buy	4,677 +119	+3%	+$31.9K	0.5%	24
2025 Q3	$1.16M	Sell	4,558 -100	-2%	-$22.6K	0.45%	27
2025 Q2	$956K	Hold	4,658	–	–	0.42%	29
2025 Q1	$1.03M	Buy	4,658 +129	+3%	+$29.9K	0.48%	27
2024 Q4	$1.13M	Hold	4,529	–	–	0.53%	21
2024 Q3	$1.06M	Sell	4,529 -228	-5%	-$50.9K	0.48%	22
2024 Q2	$1M	Buy	4,757 +737	+18%	+$137K	0.5%	24
2024 Q1	$689K	Buy	4,020 +300	+8%	+$54.5K	0.35%	30
2023 Q4	$716K	Hold	3,720	–	–	0.39%	27
2023 Q3	$637K	Hold	3,720	–	–	0.37%	27
2023 Q2	$722K	Hold	3,720	–	–	0.4%	23
2023 Q1	$613K	Hold	3,720	–	–	0.36%	24
2022 Q4	$483K	Buy	+3,720	New	+$532K	0.31%	26
2020 Q4	$372K	Buy	+2,800	New	+$337K	0.28%	23

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Luken Investment Analytics's AAPL Position: Q2 2026 in Review

Luken Investment Analytics held its Apple (AAPL) position steady in Q2 2026 at 4,199 shares worth $1.22M. The position accounts for 0.42% of the portfolio, ranked #31.

Luken Investment Analytics first reported a position in AAPL in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.27M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Luken Investment Analytics held 4,199 shares of Apple worth $1.22M as of Q2 2026.
Luken Investment Analytics left its Apple share count unchanged in Q2 2026.
Apple made up 0.42% of Luken Investment Analytics's portfolio in Q2 2026, its #31 holding.
Luken Investment Analytics first reported a position in Apple in Q4 2020 and has held it in 16 quarters since.
Luken Investment Analytics's Apple position peaked at $1.27M in Q4 2025.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.