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 Q2	$4.48M	Sell	15,499 -16,834	-52%	-$4.82M	8.01%	2
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LWM Advisory Services's AAPL Position: Q2 2026 in Review

LWM Advisory Services reduced its Apple (AAPL) stake by 52% in Q2 2026, selling an estimated $4.82M and leaving 15,499 shares worth $4.48M. The position accounts for 8.01% of the portfolio, ranked #2.

LWM Advisory Services first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.51M in Q4 2025. 6,151 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

LWM Advisory Services held 15,499 shares of Apple worth $4.48M as of Q2 2026.
LWM Advisory Services sold 16,834 Apple shares in Q2 2026, an estimated $4.82M.
Apple made up 8.01% of LWM Advisory Services's portfolio in Q2 2026, its #2 holding.
LWM Advisory Services first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's Apple position peaked at $8.51M in Q4 2025.
6,151 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.