Bank Julius Baer & Co
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Bank Julius Baer & Co’s Apple AAPL Stock Holding History

Bank Julius Baer & Co’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
Q1 		$1.4B Sell
5,541,578
-497,920
-8% -$130M 4.22% 4
2025
Q4 		$1.64B Buy
6,039,498
+230,119
+4% +$61.8M 4.53% 4
2025
Q3 		$1.48B Buy
5,809,379
+670,248
+13% +$151M 4.17% 4
2025
Q2 		$1.05B Sell
5,139,131
-3,498
-0.1% -$706K 3.13% 5
2025
Q1 		$1.14B Buy
5,142,629
+333,417
+7% +$77.2M 3.7% 5
2024
Q4 		$1.3B Buy
4,809,212
+368,114
+8% +$86.8M 4.02% 5
2024
Q3 		$1.18B Sell
4,441,098
-218,310
-5% -$48.8M 3.96% 5
2024
Q2 		$1.07B Sell
4,659,408
-244,123
-5% -$45.5M 4.08% 5
2024
Q1 		$840M Sell
4,903,531
-72,530
-1% -$13.2M 3.22% 5
2023
Q4 		$958M Buy
4,976,061
+796,611
+19% +$147M 4.05% 3
2023
Q3 		$716M Buy
4,179,450
+67,243
+2% +$12.3M 4.17% 4
2023
Q2 		$798M Sell
4,112,207
-26,216
-0.6% -$4.57M 4.74% 2
2023
Q1 		$682M Buy
4,138,423
+149,278
+4% +$22M 4.34% 2
2022
Q4 		$518M Buy
3,989,145
+57,068
+1% +$8.16M 3.54% 4
2022
Q3 		$543M Sell
3,932,077
-308,082
-7% -$48.4M 4.13% 4
2022
Q2 		$580M Sell
4,240,159
-258,888
-6% -$39.2M 4.09% 4
2022
Q1 		$786M Sell
4,499,047
-223,945
-5% -$37.7M 4.7% 4
2021
Q4 		$839M Buy
4,722,992
+222,919
+5% +$35.2M 4.48% 4
2021
Q3 		$364M Buy
4,500,073
+236,909
+6% +$34.9M 2.26% 10
2021
Q2 		$584M Buy
4,263,164
+134,069
+3% +$17.4M 3.71% 5
2021
Q1 		$504M Sell
4,129,095
-56,503
-1% -$7.25M 3.78% 3
2020
Q4 		$555M Buy
4,185,598
+414,187
+11% +$49.8M 4.56% 3
2020
Q3 		$437M Buy
3,771,411
+3,415,551
+960% +$373M 4.26% 3
2020
Q2 		$309M Buy
355,860
+322,648
+971% +$25M 3.56% 5
2020
Q1 		$2.11M Buy
+33,212
New +$2.44M 0.05% 148

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank Julius Baer & Co's AAPL Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Apple (AAPL) stake by 8.2% in Q1 2026, selling an estimated $130M and leaving 5,541,578 shares worth $1.4B. The position accounts for 4.22% of the portfolio, ranked #4.

Bank Julius Baer & Co first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.64B in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bank Julius Baer & Co held 5,541,578 shares of Apple worth $1.4B as of Q1 2026.
  • Bank Julius Baer & Co sold 497,920 Apple shares in Q1 2026, an estimated $130M.
  • Apple made up 4.22% of Bank Julius Baer & Co's portfolio in Q1 2026, its #4 holding.
  • Bank Julius Baer & Co first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Apple position peaked at $1.64B in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.