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Red Lighthouse Investment Management’s Apple AAPL Stock Holding History

Red Lighthouse Investment Management’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 		$23.2M Sell
80,014
-511
-0.6% -$146K 6.9% 5
2026
Q1 		$20.4M Sell
80,525
-104
-0.1% -$27.1K 6.9% 5
2025
Q4 		$21.9M Sell
80,629
-7,729
-9% -$2.07M 7.85% 5
2025
Q3 		$22.5M Buy
88,358
+25
+0% +$5.65K 7.86% 5
2025
Q2 		$18.1M Sell
88,333
-5,198
-6% -$1.05M 6.92% 5
2025
Q1 		$16M Buy
93,531
+5,086
+6% +$1.18M 6.54% 5
2024
Q4 		$22.1M Sell
88,445
-1,267
-1% -$299K 8.76% 4
2024
Q3 		$20.9M Sell
89,712
-909
-1% -$203K 8.17% 4
2024
Q2 		$19.1M Sell
90,621
-2,910
-3% -$543K 7.99% 4
2024
Q1 		$16M Sell
93,531
-327
-0.3% -$59.5K 6.45% 5
2023
Q4 		$18.1M Sell
93,858
-1,702
-2% -$314K 7.58% 5
2023
Q3 		$16.4M Sell
95,560
-15
-0% -$2.75K 7.7% 5
2023
Q2 		$18.5M Sell
95,575
-4,948
-5% -$862K 8.47% 4
2023
Q1 		$16.6M Sell
100,523
-404
-0.4% -$59.6K 8.02% 5
2022
Q4 		$13.1M Buy
+100,927
New +$14.4M 6.61% 5

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

Red Lighthouse Investment Management's AAPL Position: Q2 2026 in Review

Red Lighthouse Investment Management reduced its Apple (AAPL) stake by 0.63% in Q2 2026, selling an estimated $146K and leaving 80,014 shares worth $23.2M. The position accounts for 6.9% of the portfolio, ranked #5.

Red Lighthouse Investment Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Red Lighthouse Investment Management held 80,014 shares of Apple worth $23.2M as of Q2 2026.
  • Red Lighthouse Investment Management sold 511 Apple shares in Q2 2026, an estimated $146K.
  • Apple made up 6.9% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #5 holding.
  • Red Lighthouse Investment Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.