BWM
AAPL icon

Base Wealth Management’s Apple AAPL Stock Holding History

Base Wealth Management’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 		$2.18M Buy
7,540
+266
+4% +$76.1K 1.01% 22
2026
Q1 		$1.85M Sell
7,274
-1,741
-19% -$453K 1.03% 19
2025
Q4 		$2.45M Sell
9,015
-84
-0.9% -$22.6K 1.32% 19
2025
Q3 		$2.32M Buy
9,099
+367
+4% +$82.9K 1.32% 20
2025
Q2 		$1.79M Buy
8,732
+388
+5% +$78.4K 1.15% 22
2025
Q1 		$1.85M Buy
+8,344
New +$1.93M 1.41% 18

Other funds holding AAPL

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Base Wealth Management's AAPL Position: Q2 2026 in Review

Base Wealth Management increased its Apple (AAPL) stake by 3.7% in Q2 2026, buying an estimated $76.1K and bringing the position to 7,540 shares worth $2.18M. The position accounts for 1.01% of the portfolio, ranked #22.

Base Wealth Management first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.45M in Q4 2025. 4,979 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Base Wealth Management held 7,540 shares of Apple worth $2.18M as of Q2 2026.
  • Base Wealth Management bought 266 Apple shares in Q2 2026, an estimated $76.1K.
  • Apple made up 1.01% of Base Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Base Wealth Management first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's Apple position peaked at $2.45M in Q4 2025.
  • 4,979 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.