LVW Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.5M | Buy |
139,990
+379
| +0.3% | +$108K | 3.5% | 5 |
|
|
2026
Q1 | $35.4M | Sell |
139,611
-1,075
| -0.8% | -$280K | 3.38% | 7 |
|
|
2025
Q4 | $38.2M | Buy |
140,686
+4,714
| +3% | +$1.27M | 3.88% | 6 |
|
|
2025
Q3 | $34.6M | Buy |
135,972
+8,841
| +7% | +$2M | 3.54% | 7 |
|
|
2025
Q2 | $26.1M | Buy |
127,131
+4,355
| +4% | +$879K | 2.85% | 9 |
|
|
2025
Q1 | $27.3M | Sell |
122,776
-32
| -0% | -$7.41K | 3.26% | 8 |
|
|
2024
Q4 | $30.8M | Sell |
122,808
-4,603
| -4% | -$1.08M | 3.7% | 6 |
|
|
2024
Q3 | $29.7M | Sell |
127,411
-4,691
| -4% | -$1.05M | 3.78% | 6 |
|
|
2024
Q2 | $27.8M | Buy |
132,102
+1,632
| +1% | +$304K | 4.07% | 6 |
|
|
2024
Q1 | $22.4M | Sell |
130,470
-1,286
| -1% | -$234K | 3.79% | 5 |
|
|
2023
Q4 | $25.4M | Buy |
131,756
+2,578
| +2% | +$476K | 4.75% | 5 |
|
|
2023
Q3 | $22.1M | Buy |
129,178
+3,057
| +2% | +$561K | 4.56% | 5 |
|
|
2023
Q2 | $24.5M | Sell |
126,121
-11,581
| -8% | -$2.02M | 4.71% | 5 |
|
|
2023
Q1 | $22.7M | Sell |
137,702
-4,086
| -3% | -$603K | 4.44% | 5 |
|
|
2022
Q4 | $18.4M | Sell |
141,788
-1,978
| -1% | -$283K | 3.75% | 5 |
|
|
2022
Q3 | $19.9M | Sell |
143,766
-1,884
| -1% | -$296K | 4.44% | 4 |
|
|
2022
Q2 | $19.9M | Buy |
145,650
+427
| +0.3% | +$64.7K | 4.05% | 5 |
|
|
2022
Q1 | $25.4M | Sell |
145,223
-1,887
| -1% | -$317K | 4.29% | 5 |
|
|
2021
Q4 | $26.1M | Sell |
147,110
-10,425
| -7% | -$1.65M | 4.45% | 4 |
|
|
2021
Q3 | $22.3M | Sell |
157,535
-2,353
| -1% | -$346K | 3.84% | 5 |
|
|
2021
Q2 | $21.9M | Sell |
159,888
-1,842
| -1% | -$239K | 3.89% | 5 |
|
|
2021
Q1 | $19.8M | Sell |
161,730
-16,275
| -9% | -$2.09M | 3.79% | 5 |
|
|
2020
Q4 | $23.6M | Sell |
178,005
-4,251
| -2% | -$511K | 4.74% | 4 |
|
|
2020
Q3 | $21.1M | Buy |
182,256
+8,404
| +5% | +$917K | 4.65% | 4 |
|
|
2020
Q2 | $15.9M | Sell |
173,852
-4,356
| -2% | -$338K | 3.83% | 5 |
|
|
2020
Q1 | $11.3M | Sell |
178,208
-5,228
| -3% | -$384K | 3.02% | 8 |
|
|
2019
Q4 | $13.5M | Buy |
183,436
+6,896
| +4% | +$444K | 3.05% | 9 |
|
|
2019
Q3 | $9.88M | Sell |
176,540
-8,176
| -4% | -$427K | 2.45% | 9 |
|
|
2019
Q2 | $9.14M | Sell |
184,716
-20,972
| -10% | -$1.02M | 2.53% | 8 |
|
|
2019
Q1 | $9.77M | Buy |
205,688
+820
| +0.4% | +$34.8K | 2.6% | 7 |
|
|
2018
Q4 | $8.08M | Sell |
204,868
-14,164
| -6% | -$687K | 2.73% | 6 |
|
|
2018
Q3 | $12.4M | Sell |
219,032
-2,284
| -1% | -$119K | 3.47% | 5 |
|
|
2018
Q2 | $10.2M | Sell |
221,316
-6,540
| -3% | -$297K | 3.25% | 5 |
|
|
2018
Q1 | $9.56M | Buy |
227,856
+52,344
| +30% | +$2.25M | 2.97% | 6 |
|
|
2017
Q4 | $7.42M | Sell |
175,512
-3,892
| -2% | -$163K | 2.17% | 8 |
|
|
2017
Q3 | $6.91M | Sell |
179,404
-3,104
| -2% | -$120K | 2.74% | 6 |
|
|
2017
Q2 | $6.57M | Sell |
182,508
-3,872
| -2% | -$143K | 2.31% | 6 |
|
|
2017
Q1 | $6.69M | Sell |
186,380
-15,536
| -8% | -$512K | 2.4% | 7 |
|
|
2016
Q4 | $5.85M | Buy |
201,916
+4,264
| +2% | +$121K | 2.04% | 6 |
|
|
2016
Q3 | $5.59M | Buy |
197,652
+71,632
| +57% | +$1.9M | 1.83% | 6 |
|
|
2016
Q2 | $3.01M | Sell |
126,020
-48,124
| -28% | -$1.2M | 1.13% | 16 |
|
|
2016
Q1 | $4.75M | Buy |
174,144
+10,932
| +7% | +$272K | 1.52% | 10 |
|
|
2015
Q4 | $4.29M | Buy |
163,212
+840
| +0.5% | +$24K | 1.68% | 12 |
|
|
2015
Q3 | $4.48M | Buy |
162,372
+2,224
| +1% | +$65.2K | 2.06% | 6 |
|
|
2015
Q2 | $5.02M | Buy |
160,148
+6,520
| +4% | +$209K | 2.14% | 7 |
|
|
2015
Q1 | $4.78M | Sell |
153,628
-3,452
| -2% | -$104K | 2.28% | 6 |
|
|
2014
Q4 | $4.33M | Buy |
+157,080
| New | +$4.27M | 2.39% | 5 |
|
Other funds holding AAPL
LVW Advisors's AAPL Position: Q2 2026 in Review
LVW Advisors increased its Apple (AAPL) stake by 0.27% in Q2 2026, buying an estimated $108K and bringing the position to 139,990 shares worth $40.5M. The position accounts for 3.5% of the portfolio, ranked #5.
LVW Advisors first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- LVW Advisors held 139,990 shares of Apple worth $40.5M as of Q2 2026.
- LVW Advisors bought 379 Apple shares in Q2 2026, an estimated $108K.
- Apple made up 3.5% of LVW Advisors's portfolio in Q2 2026, its #5 holding.
- LVW Advisors first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
- 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.