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Bare Financial Services’s Apple AAPL Stock Holding History

Bare 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
2026
Q2 		$1.83M Buy
6,318
+574
+10% +$164K 0.42% 26
2026
Q1 		$1.46M Buy
5,744
+275
+5% +$71.6K 0.39% 28
2025
Q4 		$1.49M Sell
5,469
-105
-2% -$28.2K 0.41% 25
2025
Q3 		$1.42M Sell
5,574
-594
-10% -$134K 0.42% 26
2025
Q2 		$1.27M Buy
6,168
+597
+11% +$121K 0.43% 23
2025
Q1 		$1.24M Buy
5,571
+43
+0.8% +$9.96K 0.48% 23
2024
Q4 		$1.38M Hold
5,528
– – 0.56% 23
2024
Q3 		$1.29M Buy
5,528
+1
+0% +$223 0.53% 24
2024
Q2 		$1.23M Hold
5,527
– – 0.65% 25
2024
Q1 		$941K Buy
5,527
+136
+3% +$24.7K 0.9% 23
2023
Q4 		$1.04M Buy
+5,391
New +$995K 2.09% 13

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bare Financial Services's AAPL Position: Q2 2026 in Review

Bare Financial Services increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $164K and bringing the position to 6,318 shares worth $1.83M. The position accounts for 0.42% of the portfolio, ranked #26.

Bare Financial Services first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bare Financial Services held 6,318 shares of Apple worth $1.83M as of Q2 2026.
  • Bare Financial Services bought 574 Apple shares in Q2 2026, an estimated $164K.
  • Apple made up 0.42% of Bare Financial Services's portfolio in Q2 2026, its #26 holding.
  • Bare Financial Services first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.