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LVZ Inc’s Apple AAPL Stock Holding History

LVZ Inc’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 		$6.79M Sell
23,474
-1,087
-4% -$311K 0.69% 14
2026
Q1 		$6.23M Sell
24,561
-1,040
-4% -$271K 0.71% 13
2025
Q4 		$6.96M Buy
25,601
+583
+2% +$157K 0.78% 12
2025
Q3 		$6.37M Buy
25,018
+526
+2% +$119K 0.72% 14
2025
Q2 		$5.03M Sell
24,492
-637
-3% -$129K 0.6% 15
2025
Q1 		$5.58M Buy
25,129
+775
+3% +$180K 0.73% 12
2024
Q4 		$6.1M Buy
24,354
+771
+3% +$182K 0.78% 12
2024
Q3 		$5.49M Sell
23,583
-309
-1% -$69K 0.7% 13
2024
Q2 		$5.03M Buy
23,892
+4,234
+22% +$790K 0.69% 13
2024
Q1 		$3.37M Buy
19,658
+181
+0.9% +$32.9K 0.46% 16
2023
Q4 		$3.75M Buy
19,477
+28
+0.1% +$5.17K 0.53% 16
2023
Q3 		$3.33M Sell
19,449
-840
-4% -$154K 0.54% 13
2023
Q2 		$3.94M Sell
20,289
-1,140
-5% -$199K 0.55% 14
2023
Q1 		$3.53M Buy
21,429
+1,954
+10% +$288K 0.51% 14
2022
Q4 		$2.53M Buy
19,475
+6,895
+55% +$985K 0.4% 24
2022
Q3 		$1.74M Buy
12,580
+3,819
+44% +$599K 0.3% 23
2022
Q2 		$1.2M Buy
8,761
+454
+5% +$68.8K 0.2% 30
2022
Q1 		$1.45M Buy
8,307
+311
+4% +$52.3K 0.2% 37
2021
Q4 		$1.42M Sell
7,996
-53
-0.7% -$8.38K 0.19% 36
2021
Q3 		$1.14M Buy
8,049
+399
+5% +$58.7K 0.16% 38
2021
Q2 		$1.05M Buy
7,650
+1,453
+23% +$188K 0.15% 43
2021
Q1 		$757K Sell
6,197
-490
-7% -$62.9K 0.12% 47
2020
Q4 		$887K Sell
6,687
-1,006
-13% -$121K 0.15% 41
2020
Q3 		$891K Buy
7,693
+389
+5% +$42.4K 0.18% 36
2020
Q2 		$666K Buy
7,304
+408
+6% +$31.6K 0.15% 46
2020
Q1 		$438K Buy
6,896
+204
+3% +$15K 0.11% 45
2019
Q4 		$491K Buy
6,692
+332
+5% +$21.4K 0.1% 56
2019
Q3 		$356K Buy
6,360
+56
+0.9% +$2.93K 0.08% 57
2019
Q2 		$312K Buy
6,304
+108
+2% +$5.26K 0.07% 59
2019
Q1 		$294K Buy
+6,196
New +$263K 0.07% 59
2018
Q4 		– Sell
-5,024
Closed -$279K – 74
2018
Q3 		$279K Buy
+5,024
New +$262K 0.07% 62
2018
Q1 		– Sell
-6,352
Closed -$269K – 64
2017
Q4 		$269K Buy
6,352
+4
+0.1% +$167 0.08% 59
2017
Q3 		$245K Hold
6,348
– – 0.08% 57
2017
Q2 		$229K Buy
6,348
+4
+0.1% +$148 2.06% 27
2017
Q1 		$228K Buy
+6,344
New +$209K 2.15% 29
2016
Q2 		– Sell
-8,588
Closed -$234K – 31
2016
Q1 		$234K Sell
8,588
-2,800
-25% -$69.8K 0.11% 48
2015
Q4 		$300K Hold
11,388
– – 4.1% 8
2015
Q3 		$314K Buy
+11,388
New +$334K 0.2% 29
2015
Q2 		– Sell
-8,588
Closed -$267K – 42
2015
Q1 		$267K Sell
8,588
-1,440
-14% -$43.5K 0.16% 28
2014
Q4 		$277K Buy
+10,028
New +$273K 0.21% 21

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LVZ Inc's AAPL Position: Q2 2026 in Review

LVZ Inc reduced its Apple (AAPL) stake by 4.4% in Q2 2026, selling an estimated $311K and leaving 23,474 shares worth $6.79M. The position accounts for 0.69% of the portfolio, ranked #14.

LVZ Inc first reported a position in AAPL in Q4 2014 and has held it in 40 quarters since. The position peaked at $6.96M in Q4 2025. 2,578 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LVZ Inc held 23,474 shares of Apple worth $6.79M as of Q2 2026.
  • LVZ Inc sold 1,087 Apple shares in Q2 2026, an estimated $311K.
  • Apple made up 0.69% of LVZ Inc's portfolio in Q2 2026, its #14 holding.
  • LVZ Inc first reported a position in Apple in Q4 2014 and has held it in 40 quarters since.
  • LVZ Inc's Apple position peaked at $6.96M in Q4 2025.
  • 2,578 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.