LVW Advisors’s Apple AAPL Stock Holding History

LVW Advisors’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
2025 Q3	–	Hold	0	–	-$4.1M	–	349
2025 Q2	–	Hold	0	–	–	–	32
2025 Q1	–	Hold	0	–	–	–	22
2024 Q4	–	Hold	0	–	–	–	22
2024 Q3	–	Hold	0	–	–	–	30
2024 Q2	–	Hold	0	–	–	–	28
2023 Q4	–	Hold	0	–	-$2.57M	–	256
2023 Q3	–	Hold	0	–	–	–	40
2023 Q2	–	Hold	0	–	–	–	12
2023 Q1	–	Hold	0	–	-$4.55M	–	234
2022 Q4	–	Hold	0	–	–	–	25
2022 Q3	–	Hold	0	–	–	–	19
2022 Q2	–	Sell	-35,000	Closed	-$5.3M	–	54
2022 Q1	$6.11M	Buy	+35,000	New	+$5.89M	1.03%	17
2021 Q3	–	Sell	-2,000	Closed	-$274K	–	239
2021 Q2	$274K	Hold	2,000	–	–	0.05%	193
2021 Q1	$244K	Buy	+2,000	New	+$257K	0.05%	192

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 2,950 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.
2,950 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.