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 Q2	$161K	Buy	557 +157	+39%	+$44.9K	0.04%	148
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bard Associates's AAPL Position: Q2 2026 in Review

Bard Associates increased its Apple (AAPL) stake by 39% in Q2 2026, buying an estimated $44.9K and bringing the position to 557 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #148.

Bard Associates first reported a position in AAPL in Q2 2014 and has held it in 12 quarters since. The position peaked at $260K in Q4 2014. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Bard Associates held 557 shares of Apple worth $161K as of Q2 2026.
Bard Associates bought 157 Apple shares in Q2 2026, an estimated $44.9K.
Apple made up 0.04% of Bard Associates's portfolio in Q2 2026, its #148 holding.
Bard Associates first reported a position in Apple in Q2 2014 and has held it in 12 quarters since.
Bard Associates's Apple position peaked at $260K in Q4 2014.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.