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Luminvest Wealth Management’s Apple AAPL Stock Holding History

Luminvest Wealth Management’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 		$776K Buy
2,553
+783
+44% +$224K 0.18% 28
2026
Q1 		$462K Buy
1,770
+72
+4% +$18.7K 0.12% 36
2025
Q4 		$462K Sell
1,698
-479
-22% -$129K 0.13% 36
2025
Q3 		$554K Sell
2,177
-237
-10% -$53.5K 0.18% 28
2025
Q2 		$498K Sell
2,414
-571
-19% -$115K 0.18% 27
2025
Q1 		$663K Hold
2,985
– – 0.27% 20
2024
Q4 		$748K Sell
2,985
-655
-18% -$154K 0.3% 19
2024
Q3 		$850K Sell
3,640
-114
-3% -$25.5K 0.35% 19
2024
Q2 		$798K Buy
3,754
+2,589
+222% +$483K 0.37% 18
2024
Q1 		$242K Hold
1,165
– – 0.15% 19
2023
Q4 		$252K Buy
+1,165
New +$215K 0.17% 19

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

Luminvest Wealth Management's AAPL Position: Q2 2026 in Review

Luminvest Wealth Management increased its Apple (AAPL) stake by 44% in Q2 2026, buying an estimated $224K and bringing the position to 2,553 shares worth $776K. The position accounts for 0.18% of the portfolio, ranked #28.

Luminvest Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $850K in Q3 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Luminvest Wealth Management held 2,553 shares of Apple worth $776K as of Q2 2026.
  • Luminvest Wealth Management bought 783 Apple shares in Q2 2026, an estimated $224K.
  • Apple made up 0.18% of Luminvest Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Luminvest Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Luminvest Wealth Management's Apple position peaked at $850K in Q3 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.