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RD Lewis Holdings’s Apple AAPL Stock Holding History

RD Lewis Holdings’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 		$5.3M Buy
17,297
+389
+2% +$111K 3.92% 3
2026
Q1 		$4.4M Sell
16,908
-200
-1% -$52K 3.81% 3
2025
Q4 		$4.61M Buy
17,108
+162
+1% +$43.5K 3.94% 3
2025
Q3 		$4.63M Buy
16,946
+426
+3% +$96.2K 4.34% 2
2025
Q2 		$3.63M Buy
16,520
+696
+4% +$141K 3.67% 4
2025
Q1 		$3.25M Buy
15,824
+542
+4% +$126K 3.68% 4
2024
Q4 		$3.48M Buy
+15,282
New +$3.6M 3.83% 4

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RD Lewis Holdings's AAPL Position: Q2 2026 in Review

RD Lewis Holdings increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $111K and bringing the position to 17,297 shares worth $5.3M. The position accounts for 3.92% of the portfolio, ranked #3.

RD Lewis Holdings first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RD Lewis Holdings held 17,297 shares of Apple worth $5.3M as of Q2 2026.
  • RD Lewis Holdings bought 389 Apple shares in Q2 2026, an estimated $111K.
  • Apple made up 3.92% of RD Lewis Holdings's portfolio in Q2 2026, its #3 holding.
  • RD Lewis Holdings first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.