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BCO Wealth Management’s Apple AAPL Stock Holding History

BCO 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
Q3 		$332K Hold
998
– – 0.18% 30
2026
Q2 		$289K Hold
998
– – 0.16% 36
2026
Q1 		$253K Hold
998
– – 0.15% 35
2025
Q4 		$271K Sell
998
-11
-1% -$2.95K 0.17% 32
2025
Q3 		$257K Buy
1,009
+15
+2% +$3.39K 0.17% 33
2025
Q2 		$204K Buy
+994
New +$201K 0.15% 34
2025
Q1 		– Sell
-850
Closed -$213K – 31
2024
Q4 		$213K Buy
+850
New +$200K 0.18% 29

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCO Wealth Management's AAPL Position: Q3 2026 in Review

BCO Wealth Management held its Apple (AAPL) position steady in Q3 2026 at 998 shares worth $332K. The position accounts for 0.18% of the portfolio, ranked #30.

BCO Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,819 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • BCO Wealth Management held 998 shares of Apple worth $332K as of Q3 2026.
  • BCO Wealth Management left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.18% of BCO Wealth Management's portfolio in Q3 2026, its #30 holding.
  • BCO Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.