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Lutz Financial Services’s Apple AAPL Stock Holding History

Lutz Financial Services’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 		$1.79M Buy
6,200
+148
+2% +$42.3K 0.11% 54
2026
Q1 		$1.54M Buy
6,052
+8
+0.1% +$2.08K 0.1% 55
2025
Q4 		$1.64M Sell
6,044
-1,034
-15% -$278K 0.11% 55
2025
Q3 		$1.8M Buy
7,078
+426
+6% +$96.2K 0.13% 54
2025
Q2 		$1.36M Buy
6,652
+95
+1% +$19.2K 0.11% 56
2025
Q1 		$1.46M Buy
6,557
+406
+7% +$94.1K 0.12% 54
2024
Q4 		$1.54M Sell
6,151
-235
-4% -$55.4K 0.12% 54
2024
Q3 		$1.49M Buy
6,386
+345
+6% +$77K 0.12% 52
2024
Q2 		$1.27M Buy
6,041
+139
+2% +$25.9K 0.11% 53
2024
Q1 		$1.01M Buy
5,902
+113
+2% +$20.5K 0.09% 58
2023
Q4 		$1.11M Sell
5,789
-546
-9% -$101K 0.1% 54
2023
Q3 		$1.08M Sell
6,335
-348
-5% -$63.8K 0.12% 52
2023
Q2 		$1.3M Sell
6,683
-3,513
-34% -$612K 0.14% 51
2023
Q1 		$1.68M Buy
10,196
+782
+8% +$115K 0.19% 50
2022
Q4 		$1.22M Sell
9,414
-74
-0.8% -$10.6K 0.15% 49
2022
Q3 		$1.31M Buy
+9,488
New +$1.49M 0.18% 46

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

Lutz Financial Services's AAPL Position: Q2 2026 in Review

Lutz Financial Services increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $42.3K and bringing the position to 6,200 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #54.

Lutz Financial Services first reported a position in AAPL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q3 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lutz Financial Services held 6,200 shares of Apple worth $1.79M as of Q2 2026.
  • Lutz Financial Services bought 148 Apple shares in Q2 2026, an estimated $42.3K.
  • Apple made up 0.11% of Lutz Financial Services's portfolio in Q2 2026, its #54 holding.
  • Lutz Financial Services first reported a position in Apple in Q3 2022 and has held it in 16 quarters since.
  • Lutz Financial Services's Apple position peaked at $1.8M in Q3 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.