Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

BCO Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 998 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #36.

BCO Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 2,191 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BCO Wealth Management held 998 shares of Apple worth $289K as of Q2 2026.
  • BCO Wealth Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.16% of BCO Wealth Management's portfolio in Q2 2026, its #36 holding.
  • BCO Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 2,191 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.