LGG
AAPL icon

Luts & Greenleigh Group’s Apple AAPL Stock Holding History

Luts & Greenleigh Group’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 		$6.82M Buy
23,566
+498
+2% +$142K 5.16% 3
2026
Q1 		$5.85M Sell
23,068
-7
-0% -$1.82K 4.64% 3
2025
Q4 		$6.27M Buy
23,075
+67
+0.3% +$18K 5.33% 3
2025
Q3 		$5.86M Buy
23,008
+136
+0.6% +$30.7K 5.26% 3
2025
Q2 		$4.69M Sell
22,872
-352
-2% -$71.1K 4.5% 4
2025
Q1 		$5.16M Sell
23,224
-2,156
-8% -$499K 5.13% 3
2024
Q4 		$6.36M Buy
25,380
+2,018
+9% +$476K 6.28% 3
2024
Q3 		$5.44M Buy
23,362
+634
+3% +$142K 5.23% 3
2024
Q2 		$4.79M Buy
+22,728
New +$4.24M 4.98% 3
2023
Q4 		$3.1M Sell
16,078
-111
-0.7% -$20.5K 3.9% 4
2023
Q3 		$2.77M Sell
16,189
-152
-0.9% -$27.9K 3.44% 4
2023
Q2 		$3.17M Sell
16,341
-253
-2% -$44.1K 3.91% 4
2023
Q1 		$2.74M Sell
16,594
-103
-0.6% -$15.2K 3.47% 3
2022
Q4 		$2.17M Buy
+16,697
New +$2.39M 2.75% 6

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

Luts & Greenleigh Group's AAPL Position: Q2 2026 in Review

Luts & Greenleigh Group increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $142K and bringing the position to 23,566 shares worth $6.82M. The position accounts for 5.16% of the portfolio, ranked #3.

Luts & Greenleigh Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Luts & Greenleigh Group held 23,566 shares of Apple worth $6.82M as of Q2 2026.
  • Luts & Greenleigh Group bought 498 Apple shares in Q2 2026, an estimated $142K.
  • Apple made up 5.16% of Luts & Greenleigh Group's portfolio in Q2 2026, its #3 holding.
  • Luts & Greenleigh Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.