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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lutz Financial Services's AAPL Position: Q1 2026 in Review

Lutz Financial Services increased its Apple (AAPL) stake by 0.13% in Q1 2026, buying an estimated $2.08K and bringing the position to 6,052 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #55.

Lutz Financial Services first reported a position in AAPL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lutz Financial Services held 6,052 shares of Apple worth $1.54M as of Q1 2026.
  • Lutz Financial Services bought 8 Apple shares in Q1 2026, an estimated $2.08K.
  • Apple made up 0.1% of Lutz Financial Services's portfolio in Q1 2026, its #55 holding.
  • Lutz Financial Services first reported a position in Apple in Q3 2022 and has held it in 15 quarters since.
  • Lutz Financial Services's Apple position peaked at $1.8M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.