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Baer Investment Advisory’s Apple AAPL Stock Holding History

Baer Investment Advisory’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 		$4.22M Buy
15,029
+1,032
+7% +$295K 3.54% 10
2026
Q1 		$3.55M Buy
13,997
+59
+0.4% +$15.4K 3.55% 12
2025
Q4 		$3.79M Buy
13,938
+410
+3% +$110K 3.61% 12
2025
Q3 		$3.44M Buy
13,528
+433
+3% +$97.8K 2.95% 14
2025
Q2 		$2.64M Sell
13,095
-159
-1% -$32.1K 3% 15
2025
Q1 		$3.53M Buy
13,254
+1,357
+11% +$314K 4.57% 8
2024
Q4 		$4.52M Buy
+11,897
New +$2.8M 4.88% 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

Baer Investment Advisory's AAPL Position: Q2 2026 in Review

Baer Investment Advisory increased its Apple (AAPL) stake by 7.4% in Q2 2026, buying an estimated $295K and bringing the position to 15,029 shares worth $4.22M. The position accounts for 3.54% of the portfolio, ranked #10.

Baer Investment Advisory first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.52M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Baer Investment Advisory held 15,029 shares of Apple worth $4.22M as of Q2 2026.
  • Baer Investment Advisory bought 1,032 Apple shares in Q2 2026, an estimated $295K.
  • Apple made up 3.54% of Baer Investment Advisory's portfolio in Q2 2026, its #10 holding.
  • Baer Investment Advisory first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Baer Investment Advisory's Apple position peaked at $4.52M in Q4 2024.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.