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Bard Financial Services’s Apple AAPL Stock Holding History

Bard Financial Services’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
2025
Q3 		$117M Sell
459,568
-4,295
-0.9% -$970K 12.84% 1
2025
Q2 		$95.2M Sell
463,863
-11,865
-2% -$2.4M 11.36% 1
2025
Q1 		$106M Sell
475,728
-12,989
-3% -$3.01M 12.92% 1
2024
Q4 		$122M Buy
488,717
+3,795
+0.8% +$894K 14.68% 1
2024
Q3 		$113M Sell
484,922
-76,260
-14% -$17M 13.34% 1
2024
Q2 		$118M Sell
561,182
-7,190
-1% -$1.34M 12.22% 1
2024
Q1 		$97.5M Sell
568,372
-16,855
-3% -$3.06M 10.35% 1
2023
Q4 		$113M Buy
585,227
+5,400
+0.9% +$997K 12.63% 1
2023
Q3 		$99.3M Sell
579,827
-1,315
-0.2% -$241K 12.27% 1
2023
Q2 		$113M Sell
581,142
-6,400
-1% -$1.12M 8.54% 1
2023
Q1 		$96.9M Sell
587,542
-4,000
-0.7% -$590K 7.76% 1
2022
Q4 		$76.9M Sell
591,542
-4,055
-0.7% -$580K 6.53% 1
2022
Q3 		$82.3M Sell
595,597
-5,990
-1% -$940K 7.72% 1
2022
Q2 		$82.2M Buy
601,587
+340
+0.1% +$51.5K 7.51% 1
2022
Q1 		$105M Sell
601,247
-5,000
-0.8% -$841K 8.55% 1
2021
Q4 		$108M Sell
606,247
-7,090
-1% -$1.12M 8.68% 1
2021
Q3 		$86.8M Sell
613,337
-4,955
-0.8% -$729K 7.69% 1
2021
Q2 		$84.7M Sell
618,292
-675
-0.1% -$87.5K 7.53% 1
2021
Q1 		$75.6M Sell
618,967
-22,186
-3% -$2.85M 7.33% 1
2020
Q4 		$85.1M Buy
+641,153
New +$77.1M 8.52% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's AAPL Position: Q3 2025 in Review

Bard Financial Services reduced its Apple (AAPL) stake by 0.93% in Q3 2025, selling an estimated $970K and leaving 459,568 shares worth $117M. The position accounts for 12.84% of the portfolio, ranked #1.

Bard Financial Services first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. The position peaked at $122M in Q4 2024. 5,608 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Bard Financial Services held 459,568 shares of Apple worth $117M as of Q3 2025.
  • Bard Financial Services sold 4,295 Apple shares in Q3 2025, an estimated $970K.
  • Apple made up 12.84% of Bard Financial Services's portfolio in Q3 2025, its #1 holding.
  • Bard Financial Services first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Apple position peaked at $122M in Q4 2024.
  • 5,608 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.