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BCM Advisors’s Apple AAPL Stock Holding History

BCM 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 		$2.93M Sell
8,811
-8
-0.1% -$2.29K 0.57% 31
2026
Q1 		$2.44M Buy
8,819
+61
+0.7% +$15.9K 0.48% 36
2025
Q4 		$2.17M Sell
8,758
-105
-1% -$28.2K 0.42% 35
2025
Q3 		$2.38M Buy
8,863
+3
+0% +$678 0.48% 33
2025
Q2 		$1.87M Buy
8,860
+251
+3% +$50.7K 0.4% 37
2025
Q1 		$1.77M Buy
8,609
+11
+0.1% +$2.55K 0.4% 37
2024
Q4 		$2M Sell
8,598
-138
-2% -$32.5K 0.45% 35
2024
Q3 		$1.94M Buy
8,736
+213
+2% +$47.6K 0.45% 34
2024
Q2 		$1.86M Buy
8,523
+1,260
+17% +$235K 0.44% 34
2024
Q1 		$1.23M Sell
7,263
-1,608
-18% -$292K 0.31% 40
2023
Q4 		$1.67M Buy
8,871
+591
+7% +$109K 0.44% 33
2023
Q3 		$1.51M Buy
8,280
+1,554
+23% +$285K 0.45% 33
2023
Q2 		$1.28M Buy
6,726
+3,787
+129% +$660K 0.34% 37
2023
Q1 		$498K Sell
2,939
-184
-6% -$27.1K 0.13% 51
2022
Q4 		$422K Sell
3,123
-313
-9% -$44.7K 0.12% 52
2022
Q3 		$535K Sell
3,436
-15
-0.4% -$2.35K 0.16% 50
2022
Q2 		$528K Hold
3,451
– – 0.15% 48
2022
Q1 		$562K Sell
3,451
-300
-8% -$50.4K 0.15% 45
2021
Q4 		$656K Sell
3,751
-316
-8% -$49.9K 0.17% 41
2021
Q3 		$596K Hold
4,067
– – 0.16% 42
2021
Q2 		$579K Sell
4,067
-28
-0.7% -$3.63K 0.16% 42
2021
Q1 		$550K Buy
4,095
+25
+0.6% +$3.21K 0.17% 43
2020
Q4 		$540K Hold
4,070
– – 0.18% 44
2020
Q3 		$453K Sell
4,070
-950
-19% -$104K 0.17% 43
2020
Q2 		$458K Buy
+5,020
New +$389K 0.19% 38
2017
Q1 		– Sell
-3,080
Closed -$89K – 33
2016
Q4 		$89K Buy
+3,080
New +$87.3K 0.06% 38

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM Advisors's AAPL Position: Q2 2026 in Review

BCM Advisors reduced its Apple (AAPL) stake by 0.09% in Q2 2026, selling an estimated $2.29K and leaving 8,811 shares worth $2.93M. The position accounts for 0.57% of the portfolio, ranked #31.

BCM Advisors first reported a position in AAPL in Q4 2016 and has held it in 26 quarters since. 3,548 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BCM Advisors held 8,811 shares of Apple worth $2.93M as of Q2 2026.
  • BCM Advisors sold 8 Apple shares in Q2 2026, an estimated $2.29K.
  • Apple made up 0.57% of BCM Advisors's portfolio in Q2 2026, its #31 holding.
  • BCM Advisors first reported a position in Apple in Q4 2016 and has held it in 26 quarters since.
  • 3,548 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.