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BCR Wealth Strategies’s Apple AAPL Stock Holding History

BCR Wealth Strategies’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 		$623K Buy
2,156
+25
+1% +$7.15K 0.18% 20
2026
Q1 		$540K Sell
2,131
-200
-9% -$52K 0.17% 22
2025
Q4 		$633K Hold
2,331
– – 0.21% 20
2025
Q3 		$593K Buy
2,331
+35
+2% +$7.91K 0.21% 16
2025
Q2 		$471K Sell
2,296
-576
-20% -$116K 0.18% 19
2025
Q1 		$637K Buy
2,872
+1,310
+84% +$303K 0.28% 15
2024
Q4 		$391K Buy
1,562
+25
+2% +$5.89K 0.18% 20
2024
Q3 		$358K Hold
1,537
– – 0.17% 21
2024
Q2 		$323K Hold
1,537
– – 0.21% 24
2024
Q1 		$264K Buy
1,537
+33
+2% +$6K 0.18% 18
2023
Q4 		$289K Hold
1,504
– – 0.21% 18
2023
Q3 		$257K Hold
1,504
– – 0.2% 18
2023
Q2 		$291K Hold
1,504
– – 0.23% 18
2023
Q1 		$248K Buy
+1,504
New +$222K 0.2% 18
2022
Q4 		– Sell
-1,842
Closed -$255K – 18
2022
Q3 		$255K Buy
1,842
+1,522
+476% +$239K 0.26% 16
2022
Q2 		$44K Hold
320
– – 0.05% 42
2022
Q1 		$56K Sell
320
-75
-19% -$12.6K 0.05% 38
2021
Q4 		$70K Buy
+395
New +$62.4K 0.07% 30

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

BCR Wealth Strategies's AAPL Position: Q2 2026 in Review

BCR Wealth Strategies increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $7.15K and bringing the position to 2,156 shares worth $623K. The position accounts for 0.18% of the portfolio, ranked #20.

BCR Wealth Strategies first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $637K in Q1 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BCR Wealth Strategies held 2,156 shares of Apple worth $623K as of Q2 2026.
  • BCR Wealth Strategies bought 25 Apple shares in Q2 2026, an estimated $7.15K.
  • Apple made up 0.18% of BCR Wealth Strategies's portfolio in Q2 2026, its #20 holding.
  • BCR Wealth Strategies first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • BCR Wealth Strategies's Apple position peaked at $637K in Q1 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.