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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
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

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

LWM Advisors's AAPL Position: Q2 2026 in Review

LWM Advisors increased its Apple (AAPL) stake by 0.05% in Q2 2026, buying an estimated $572 and bringing the position to 3,948 shares worth $1.14M. The position accounts for 0.85% of the portfolio, ranked #13.

LWM Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LWM Advisors held 3,948 shares of Apple worth $1.14M as of Q2 2026.
  • LWM Advisors bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.85% of LWM Advisors's portfolio in Q2 2026, its #13 holding.
  • LWM Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • LWM Advisors's Apple position peaked at $1.31M in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.