BAM Wealth Management
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BAM Wealth Management’s Apple AAPL Stock Holding History

BAM Wealth Management’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
Q3 		$5.82M Buy
17,487
+811
+5% +$260K 3.15% 2
2026
Q2 		$4.83M Buy
16,676
+220
+1% +$62.9K 3.02% 4
2026
Q1 		$4.18M Buy
16,456
+178
+1% +$46.3K 3.12% 9
2025
Q4 		$4.43M Sell
16,278
-217
-1% -$58.3K 3.2% 8
2025
Q3 		$4.2M Buy
+16,495
New +$3.73M 3.25% 9

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BAM Wealth Management's AAPL Position: Q3 2026 in Review

BAM Wealth Management increased its Apple (AAPL) stake by 4.9% in Q3 2026, buying an estimated $260K and bringing the position to 17,487 shares worth $5.82M. The position accounts for 3.15% of the portfolio, ranked #2.

BAM Wealth Management first reported a position in AAPL in Q3 2025 and has held it in 5 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • BAM Wealth Management held 17,487 shares of Apple worth $5.82M as of Q3 2026.
  • BAM Wealth Management bought 811 Apple shares in Q3 2026, an estimated $260K.
  • Apple made up 3.15% of BAM Wealth Management's portfolio in Q3 2026, its #2 holding.
  • BAM Wealth Management first reported a position in Apple in Q3 2025 and has held it in 5 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.