Lunt Capital Management
AAPL icon

Lunt Capital Management’s Apple AAPL Stock Holding History

Lunt Capital 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
Q3 		$952K Hold
2,859
– – 0.36% 48
2026
Q2 		$827K Hold
2,859
– – 0.3% 52
2026
Q1 		$726K Hold
2,859
– – 0.28% 56
2025
Q4 		$777K Sell
2,859
-28
-1% -$7.52K 0.29% 49
2025
Q3 		$735K Buy
2,887
+164
+6% +$37K 0.28% 53
2025
Q2 		$559K Buy
2,723
+28
+1% +$5.66K 0.21% 63
2025
Q1 		$599K Hold
2,695
– – 0.22% 55
2024
Q4 		$675K Sell
2,695
-52
-2% -$12.3K 0.26% 47
2024
Q3 		$640K Hold
2,747
– – 0.3% 54
2024
Q2 		$579K Hold
2,747
– – 0.29% 55
2024
Q1 		$471K Sell
2,747
-1,200
-30% -$218K 0.23% 62
2023
Q4 		$760K Sell
3,947
-187
-5% -$34.5K 0.39% 48
2023
Q3 		$708K Sell
4,134
-703
-15% -$129K 0.37% 45
2023
Q2 		$938K Buy
+4,837
New +$843K 0.51% 43

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lunt Capital Management's AAPL Position: Q3 2026 in Review

Lunt Capital Management held its Apple (AAPL) position steady in Q3 2026 at 2,859 shares worth $952K. The position accounts for 0.36% of the portfolio, ranked #48.

Lunt Capital Management first reported a position in AAPL in Q2 2023 and has held it in 14 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Lunt Capital Management held 2,859 shares of Apple worth $952K as of Q3 2026.
  • Lunt Capital Management left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.36% of Lunt Capital Management's portfolio in Q3 2026, its #48 holding.
  • Lunt Capital Management first reported a position in Apple in Q2 2023 and has held it in 14 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Lunt Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.