Basecamp Wealth Advisors’s Apple AAPL Stock Holding History

Basecamp Wealth Advisors’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	$17.1M	Buy	59,064 +152	+0.3%	+$43.5K	3.18%	6
2026 Q1	$15M	Buy	58,912 +664	+1%	+$173K	3.09%	5
2025 Q4	$15.8M	Buy	+58,248	New	+$15.6M	3.37%	4

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

Basecamp Wealth Advisors's AAPL Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Apple (AAPL) stake by 0.26% in Q2 2026, buying an estimated $43.5K and bringing the position to 59,064 shares worth $17.1M. The position accounts for 3.18% of the portfolio, ranked #6.

Basecamp Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,067 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Basecamp Wealth Advisors held 59,064 shares of Apple worth $17.1M as of Q2 2026.
Basecamp Wealth Advisors bought 152 Apple shares in Q2 2026, an estimated $43.5K.
Apple made up 3.18% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Basecamp Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,067 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.