BWM
AAPL icon

BCGM Wealth Management’s Apple AAPL Stock Holding History

BCGM 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 		$3.88M Sell
13,412
-5,731
-30% -$1.64M 0.82% 38
2026
Q1 		$4.86M Sell
19,143
-191
-1% -$49.7K 1.22% 24
2025
Q4 		$5.26M Sell
19,334
-48
-0.2% -$12.9K 1.34% 23
2025
Q3 		$4.94M Buy
19,382
+312
+2% +$70.5K 1.28% 22
2025
Q2 		$3.91M Buy
19,070
+579
+3% +$117K 1.1% 32
2025
Q1 		$4.11M Sell
18,491
-73
-0.4% -$16.9K 1.26% 23
2024
Q4 		$4.65M Sell
18,564
-277
-1% -$65.3K 1.47% 16
2024
Q3 		$4.39M Sell
18,841
-766
-4% -$171K 1.42% 16
2024
Q2 		$4.13M Sell
19,607
-136
-0.7% -$25.4K 1.43% 14
2024
Q1 		$3.39M Buy
19,743
+177
+0.9% +$32.2K 1.22% 24
2023
Q4 		$3.77M Buy
19,566
+319
+2% +$58.9K 1.53% 17
2023
Q3 		$3.3M Sell
19,247
-368
-2% -$67.5K 1.51% 16
2023
Q2 		$3.8M Buy
19,615
+5,717
+41% +$996K 1.68% 14
2023
Q1 		$2.29M Sell
13,898
-2,598
-16% -$383K 1.16% 20
2022
Q4 		$2.14M Sell
16,496
-109
-0.7% -$15.6K 1.04% 27
2022
Q3 		$2.41M Buy
16,605
+692
+4% +$109K 1.2% 21
2022
Q2 		$2.59M Sell
15,913
-5,120
-24% -$775K 1.31% 16
2022
Q1 		$3.32M Buy
21,033
+132
+0.6% +$22.2K 1.8% 13
2021
Q4 		$3.71M Buy
20,901
+8,810
+73% +$1.39M 1.99% 12
2021
Q3 		$1.81M Buy
12,091
+398
+3% +$58.6K 1.01% 18
2021
Q2 		$1.71M Buy
11,693
+437
+4% +$56.6K 1.01% 21
2021
Q1 		$1.5M Sell
11,256
-1,093
-9% -$140K 1.02% 20
2020
Q4 		$1.67M Buy
+12,349
New +$1.49M 1.18% 20

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

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

BCGM Wealth Management reduced its Apple (AAPL) stake by 30% in Q2 2026, selling an estimated $1.64M and leaving 13,412 shares worth $3.88M. The position accounts for 0.82% of the portfolio, ranked #38.

BCGM Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.26M in Q4 2025. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BCGM Wealth Management held 13,412 shares of Apple worth $3.88M as of Q2 2026.
  • BCGM Wealth Management sold 5,731 Apple shares in Q2 2026, an estimated $1.64M.
  • Apple made up 0.82% of BCGM Wealth Management's portfolio in Q2 2026, its #38 holding.
  • BCGM Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's Apple position peaked at $5.26M in Q4 2025.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.