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Badgley Phelps Wealth Managers’s Apple AAPL Stock Holding History

Badgley Phelps Wealth Managers’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 		$249M Buy
861,390
+5,838
+0.7% +$1.67M 4.37% 2
2026
Q1 		$217M Sell
855,552
-124,264
-13% -$32.3M 4.32% 4
2025
Q4 		$266M Buy
979,816
+187,796
+24% +$50.4M 4.88% 2
2025
Q3 		$202M Sell
792,020
-21,391
-3% -$4.83M 4.24% 4
2025
Q2 		$167M Sell
813,411
-1,029
-0.1% -$208K 3.7% 4
2025
Q1 		$181M Sell
814,440
-988
-0.1% -$229K 4.37% 3
2024
Q4 		$204M Buy
815,428
+1,049
+0.1% +$247K 4.77% 2
2024
Q3 		$190M Buy
814,379
+2,837
+0.3% +$634K 4.41% 3
2024
Q2 		$171M Buy
811,542
+811,189
+229,799% +$151M 4.23% 3
2024
Q1 		$60.6K Sell
353
-877,939
-100% -$160M ﹤0.01% 252
2023
Q4 		$169M Buy
878,292
+142,940
+19% +$26.4M 4.61% 2
2023
Q3 		$126M Sell
735,352
-8,163
-1% -$1.5M 4.29% 3
2023
Q2 		$144M Buy
743,515
+23,289
+3% +$4.06M 4.76% 3
2023
Q1 		$119M Sell
720,226
-11,217
-2% -$1.66M 4.37% 3
2022
Q4 		$95M Buy
731,443
+9,742
+1% +$1.39M 3.8% 3
2022
Q3 		$99.7M Buy
721,701
+8,825
+1% +$1.39M 4.28% 2
2022
Q2 		$97.5M Buy
712,876
+2,709
+0.4% +$410K 4.01% 3
2022
Q1 		$124M Sell
710,167
-2,594
-0.4% -$436K 4.32% 3
2021
Q4 		$127M Buy
712,761
+12,197
+2% +$1.93M 4.11% 3
2021
Q3 		$99.1M Buy
+700,564
New +$103M 3.6% 3

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

Badgley Phelps Wealth Managers's AAPL Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Apple (AAPL) stake by 0.68% in Q2 2026, buying an estimated $1.67M and bringing the position to 861,390 shares worth $249M. The position accounts for 4.37% of the portfolio, ranked #2.

Badgley Phelps Wealth Managers first reported a position in AAPL in Q3 2021 and has held it in 20 quarters since. The position peaked at $266M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Badgley Phelps Wealth Managers held 861,390 shares of Apple worth $249M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 5,838 Apple shares in Q2 2026, an estimated $1.67M.
  • Apple made up 4.37% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #2 holding.
  • Badgley Phelps Wealth Managers first reported a position in Apple in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Apple position peaked at $266M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.