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BCS Private Wealth Management’s Apple AAPL Stock Holding History

BCS Private 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
Q1 		$8.13M Buy
32,021
+5,318
+20% +$1.38M 2.47% 6
2025
Q4 		$7.26M Sell
26,703
-261
-1% -$70.1K 2.48% 6
2025
Q3 		$6.87M Buy
26,964
+3,053
+13% +$690K 2.46% 6
2025
Q2 		$4.91M Buy
+23,911
New +$4.83M 1.84% 9

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCS Private Wealth Management's AAPL Position: Q1 2026 in Review

BCS Private Wealth Management increased its Apple (AAPL) stake by 20% in Q1 2026, buying an estimated $1.38M and bringing the position to 32,021 shares worth $8.13M. The position accounts for 2.47% of the portfolio, ranked #6.

BCS Private Wealth Management first reported a position in AAPL in Q2 2025 and has held it in 4 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • BCS Private Wealth Management held 32,021 shares of Apple worth $8.13M as of Q1 2026.
  • BCS Private Wealth Management bought 5,318 Apple shares in Q1 2026, an estimated $1.38M.
  • Apple made up 2.47% of BCS Private Wealth Management's portfolio in Q1 2026, its #6 holding.
  • BCS Private Wealth Management first reported a position in Apple in Q2 2025 and has held it in 4 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.