Bellars Harris Wealth Management, LLC’s Apple AAPL Stock Holding History

Bellars Harris Wealth Management, LLC’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	$7.37M	Buy	+25,475	New	+$7.29M	1.5%	30

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's AAPL Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Apple (AAPL) in Q2 2026: 25,475 shares worth $7.37M. The stake represents 1.5% of the portfolio and ranks #30 among its holdings.

4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Bellars Harris Wealth Management, LLC held 25,475 shares of Apple worth $7.37M as of Q2 2026.
Apple was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Apple made up 1.5% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #30 holding.
4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.