BA
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Bard Associates’s Apple AAPL Stock Holding History

Bard Associates’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 		$102K Hold
400
– – 0.03% 155
2025
Q4 		$109K Buy
+400
New +$107K 0.03% 128
2023
Q2 		– Sell
-1,200
Closed -$198K – 186
2023
Q1 		$198K Buy
+1,200
New +$177K 0.08% 163
2022
Q3 		– Sell
-1,200
Closed -$164K – 188
2022
Q2 		$164K Hold
1,200
– – 0.07% 161
2022
Q1 		$210K Buy
+1,200
New +$202K 0.07% 162
2017
Q2 		– Sell
-6,032
Closed -$217K – 188
2017
Q1 		$217K Buy
+6,032
New +$199K 0.1% 150
2015
Q3 		– Sell
-8,032
Closed -$252K – 164
2015
Q2 		$252K Hold
8,032
– – 0.13% 133
2015
Q1 		$250K Sell
8,032
-1,400
-15% -$42.3K 0.12% 139
2014
Q4 		$260K Sell
9,432
-200
-2% -$5.44K 0.12% 142
2014
Q3 		$243K Hold
9,632
– – 0.11% 145
2014
Q2 		$224K Buy
+9,632
New +$205K 0.09% 168

Other funds holding AAPL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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