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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
Q2 		$7.79M Sell
26,925
-5,096
-16% -$1.46M 2.35% 9
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 $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

BCS Private Wealth Management's AAPL Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $1.46M and leaving 26,925 shares worth $7.79M. The position accounts for 2.35% of the portfolio, ranked #9.

BCS Private Wealth Management first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.13M in Q1 2026. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BCS Private Wealth Management held 26,925 shares of Apple worth $7.79M as of Q2 2026.
  • BCS Private Wealth Management sold 5,096 Apple shares in Q2 2026, an estimated $1.46M.
  • Apple made up 2.35% of BCS Private Wealth Management's portfolio in Q2 2026, its #9 holding.
  • BCS Private Wealth Management first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Apple position peaked at $8.13M in Q1 2026.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.