LWM Advisors
AAPL icon

LWM Advisors’s Apple AAPL Stock Holding History

LWM 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
2026
Q3 		$1.31M Buy
3,949
+1
+0% +$321 0.99% 13
2026
Q2 		$1.14M Buy
3,948
+2
+0.1% +$572 0.85% 13
2026
Q1 		$1M Buy
3,946
+1
+0% +$260 0.87% 12
2025
Q4 		$1.07M Sell
3,945
-347
-8% -$93.2K 0.94% 12
2025
Q3 		$1.09M Sell
4,292
-903
-17% -$204K 0.98% 12
2025
Q2 		$1.07M Sell
5,195
-8
-0.2% -$1.62K 1.03% 12
2025
Q1 		$1.03M Sell
5,203
-37
-0.7% -$8.57K 1.06% 12
2024
Q4 		$1.31M Buy
+5,240
New +$1.23M 1.32% 12

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LWM Advisors's AAPL Position: Q3 2026 in Review

LWM Advisors increased its Apple (AAPL) stake by 0.03% in Q3 2026, buying an estimated $321 and bringing the position to 3,949 shares worth $1.31M. The position accounts for 0.99% of the portfolio, ranked #13.

LWM Advisors first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,148 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • LWM Advisors held 3,949 shares of Apple worth $1.31M as of Q3 2026.
  • LWM Advisors bought 1 Apple share in Q3 2026, an estimated $321.
  • Apple made up 0.99% of LWM Advisors's portfolio in Q3 2026, its #13 holding.
  • LWM Advisors first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,148 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.