White Lighthouse Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.26M | Sell |
21,636
-501
| -2% | -$143K | 0.78% | 26 |
|
|
2026
Q1 | $5.62M | Sell |
22,137
-1,440
| -6% | -$375K | 0.78% | 25 |
|
|
2025
Q4 | $6.41M | Sell |
23,577
-218
| -0.9% | -$58.5K | 0.89% | 22 |
|
|
2025
Q3 | $6.06M | Sell |
23,795
-5,423
| -19% | -$1.23M | 0.92% | 21 |
|
|
2025
Q2 | $5.99M | Sell |
29,218
-333
| -1% | -$67.2K | 0.98% | 20 |
|
|
2025
Q1 | $6.56M | Sell |
29,551
-1,770
| -6% | -$410K | 1.17% | 19 |
|
|
2024
Q4 | $7.84M | Buy |
31,321
+840
| +3% | +$198K | 1.38% | 18 |
|
|
2024
Q3 | $7.1M | Sell |
30,481
-3,572
| -10% | -$798K | 1.27% | 19 |
|
|
2024
Q2 | $7.17M | Sell |
34,053
-3,395
| -9% | -$633K | 1.38% | 19 |
|
|
2024
Q1 | $6.42M | Sell |
37,448
-80
| -0.2% | -$14.5K | 1.3% | 19 |
|
|
2023
Q4 | $7.23M | Sell |
37,528
-4,597
| -11% | -$849K | 1.58% | 16 |
|
|
2023
Q3 | $7.21M | Sell |
42,125
-326
| -0.8% | -$59.8K | 1.75% | 16 |
|
|
2023
Q2 | $8.23M | Buy |
42,451
+8,117
| +24% | +$1.41M | 1.97% | 14 |
|
|
2023
Q1 | $5.66M | Buy |
34,334
+1,359
| +4% | +$201K | 1.43% | 19 |
|
|
2022
Q4 | $4.28M | Sell |
32,975
-203
| -0.6% | -$29K | 1.16% | 21 |
|
|
2022
Q3 | $4.58M | Sell |
33,178
-299
| -0.9% | -$46.9K | 1.34% | 18 |
|
|
2022
Q2 | $4.58M | Sell |
33,477
-44
| -0.1% | -$6.66K | 1.31% | 21 |
|
|
2022
Q1 | $5.85M | Buy |
33,521
+689
| +2% | +$116K | 1.49% | 19 |
|
|
2021
Q4 | $5.83M | Sell |
32,832
-585
| -2% | -$92.5K | 1.45% | 18 |
|
|
2021
Q3 | $4.73M | Sell |
33,417
-229
| -0.7% | -$33.7K | 1.27% | 20 |
|
|
2021
Q2 | $4.61M | Sell |
33,646
-1,601
| -5% | -$207K | 1.26% | 21 |
|
|
2021
Q1 | $4.3M | Sell |
35,247
-4,667
| -12% | -$599K | 1.32% | 20 |
|
|
2020
Q4 | $5.3M | Sell |
39,914
-8,511
| -18% | -$1.02M | 1.69% | 17 |
|
|
2020
Q3 | $5.61M | Sell |
48,425
-1,403
| -3% | -$153K | 1.94% | 16 |
|
|
2020
Q2 | $4.54M | Sell |
49,828
-140
| -0.3% | -$10.8K | 1.67% | 18 |
|
|
2020
Q1 | $3.18M | Sell |
49,968
-740
| -1% | -$54.4K | 1.33% | 21 |
|
|
2019
Q4 | $3.72M | Sell |
50,708
-29,976
| -37% | -$1.93M | 1.37% | 19 |
|
|
2019
Q3 | $4.52M | Sell |
80,684
-44
| -0.1% | -$2.3K | 1.82% | 15 |
|
|
2019
Q2 | $3.99M | Sell |
80,728
-15,480
| -16% | -$754K | 1.67% | 16 |
|
|
2019
Q1 | $4.57M | Sell |
96,208
-13,468
| -12% | -$571K | 2.1% | 14 |
|
|
2018
Q4 | $4.33M | Sell |
109,676
-3,428
| -3% | -$166K | 2.38% | 13 |
|
|
2018
Q3 | $6.38M | Sell |
113,104
-448
| -0.4% | -$23.3K | 3.26% | 7 |
|
|
2018
Q2 | $5.25M | Sell |
113,552
-1,988
| -2% | -$90.2K | 2.89% | 9 |
|
|
2018
Q1 | $4.85M | Sell |
115,540
-7,068
| -6% | -$304K | 2.78% | 9 |
|
|
2017
Q4 | $5.19M | Buy |
+122,608
| New | +$5.12M | 2.98% | 9 |
|
Other funds holding AAPL
White Lighthouse Investment Management's AAPL Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $143K and leaving 21,636 shares worth $6.26M. The position accounts for 0.78% of the portfolio, ranked #26.
White Lighthouse Investment Management first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.23M in Q2 2023. 3,478 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- White Lighthouse Investment Management held 21,636 shares of Apple worth $6.26M as of Q2 2026.
- White Lighthouse Investment Management sold 501 Apple shares in Q2 2026, an estimated $143K.
- Apple made up 0.78% of White Lighthouse Investment Management's portfolio in Q2 2026, its #26 holding.
- White Lighthouse Investment Management first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- White Lighthouse Investment Management's Apple position peaked at $8.23M in Q2 2023.
- 3,478 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.