Lebenthal Global Advisors, LLC

SEC CIK: 0001845766
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Lebenthal Global Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 53,428
Value: $15.5M
% of portfolio: 2.1%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Lebenthal Global Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,428	$15.5M	2.1%	+849+1.6%	Added	Holders
Q1 2026	52,579	$13.3M	1.9%	+1,999+4.0%	Added	Holders
Q4 2025	50,580	$13.8M	2.1%	+1,634+3.3%	Added	Holders
Q3 2025	48,946	$12.5M	2.2%	+3,227+7.1%	Added	Holders
Q2 2025	45,719	$9.38M	1.8%	−1,084−2.3%	Reduced	Holders
Q1 2025	46,803	$10.4M	1.9%	−4,007−7.9%	Reduced	Holders
Q4 2024	50,810	$12.7M	2.3%	+1,321+2.7%	Added	Holders
Q3 2024	49,489	$11.5M	2.3%	+213+0.4%	Added	Holders
Q2 2024	49,276	$10.4M	2.3%	−1,682−3.3%	Reduced	Holders
Q1 2024	50,958	$8.74M	1.9%	−4,149−7.5%	Reduced	Holders
Q4 2023	55,107	$10.6M	2.5%	+6,063+12.4%	Added	Holders
Q3 2023	49,044	$8.40M	2.5%	+1,977+4.2%	Added	Holders
Q2 2023	47,067	$9.13M	2.6%	−2,695−5.4%	Reduced	Holders
Q1 2023	49,762	$8.21M	2.5%	+551+1.1%	Added	Holders
Q4 2022	49,211	$6.39M	2.1%	+1,473+3.1%	Added	Holders
Q3 2022	47,738	$6.60M	3.0%	−1,065−2.2%	Reduced	Holders
Q2 2022	48,803	$6.67M	3.2%	−257−0.5%	Reduced	Holders
Q1 2022	49,060	$8.57M	3.6%	+9,219+23.1%	Added	Holders
Q4 2021	39,841	$7.07M	2.9%	+2,455+6.6%	Added	Holders
Q3 2021	37,386	$5.29M	3.3%	−1,145−3.0%	Reduced	Holders
Q2 2021	38,531	$5.28M	2.8%	+810+2.1%	Added	Holders
Q1 2021	37,721	$4.61M	2.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.