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LWM Advisory Services’s Apple AAPL Stock Holding History

LWM Advisory Services’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
Q1 		$8.22M Buy
32,333
+1,043
+3% +$271K 8.78% 2
2025
Q4 		$8.51M Buy
31,290
+1,268
+4% +$340K 4.98% 5
2025
Q3 		$7.65M Buy
30,022
+908
+3% +$205K 4.46% 5
2025
Q2 		$5.97M Sell
29,114
-577
-2% -$117K 4.12% 6
2025
Q1 		$6.6M Sell
29,691
-2,708
-8% -$627K 4.58% 8
2024
Q4 		$8.1M Sell
32,399
-1,836
-5% -$433K 5.63% 3
2024
Q3 		$7.98M Buy
34,235
+7,639
+29% +$1.71M 5.91% 4
2024
Q2 		$5.6M Sell
26,596
-2,264
-8% -$422K 4.7% 7
2024
Q1 		$4.95M Sell
28,860
-1,245
-4% -$226K 3.97% 7
2023
Q4 		$5.8M Buy
30,105
+1,671
+6% +$309K 5.1% 4
2023
Q3 		$4.87M Sell
28,434
-1,025
-3% -$188K 5.23% 4
2023
Q2 		$5.71M Sell
29,459
-3,934
-12% -$686K 6.03% 4
2023
Q1 		$5.51M Sell
33,393
-578
-2% -$85.3K 5.88% 4
2022
Q4 		$4.43M Sell
33,971
-16,328
-32% -$2.33M 4.9% 7
2022
Q3 		$6.97M Buy
50,299
+2,187
+5% +$343K 7.9% 1
2022
Q2 		$6.59M Buy
48,112
+555
+1% +$84K 7.9% 1
2022
Q1 		$8.3M Buy
47,557
+1,498
+3% +$252K 10.32% 1
2021
Q4 		$8.18M Buy
+46,059
New +$7.28M 10.14% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LWM Advisory Services's AAPL Position: Q1 2026 in Review

LWM Advisory Services increased its Apple (AAPL) stake by 3.3% in Q1 2026, buying an estimated $271K and bringing the position to 32,333 shares worth $8.22M. The position accounts for 8.78% of the portfolio, ranked #2.

LWM Advisory Services first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.51M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • LWM Advisory Services held 32,333 shares of Apple worth $8.22M as of Q1 2026.
  • LWM Advisory Services bought 1,043 Apple shares in Q1 2026, an estimated $271K.
  • Apple made up 8.78% of LWM Advisory Services's portfolio in Q1 2026, its #2 holding.
  • LWM Advisory Services first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • LWM Advisory Services's Apple position peaked at $8.51M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.