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BCS Wealth Management’s Apple AAPL Stock Holding History

BCS 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 		$5.33M Sell
18,426
-195
-1% -$55.8K 0.96% 25
2026
Q1 		$4.73M Sell
18,621
-18,969
-50% -$4.94M 0.96% 30
2025
Q4 		$10.2M Buy
37,590
+19,362
+106% +$5.2M 1.03% 25
2025
Q3 		$4.64M Sell
18,228
-6,759
-27% -$1.53M 1.05% 26
2025
Q2 		$5.13M Buy
24,987
+7,701
+45% +$1.56M 1.1% 22
2025
Q1 		$3.84M Sell
17,286
-16,822
-49% -$3.9M 0.99% 29
2024
Q4 		$8.54M Buy
34,108
+11,255
+49% +$2.65M 2.12% 8
2024
Q3 		$5.33M Sell
22,853
-9,589
-30% -$2.14M 2.26% 11
2024
Q2 		$6.83M Sell
32,442
-2,736
-8% -$510K 3.32% 6
2024
Q1 		$6.03M Buy
35,178
+6,285
+22% +$1.14M 1.94% 9
2023
Q4 		$5.56M Sell
28,893
-1,676
-5% -$309K 2.05% 9
2023
Q3 		$5.23M Buy
+30,569
New +$5.61M 2.18% 9
2023
Q2 		– Sell
-8,441
Closed -$1.39M – 114
2023
Q1 		$1.39M Sell
8,441
-22,318
-73% -$3.29M 0.63% 36
2022
Q4 		$4M Buy
30,759
+32
+0.1% +$4.57K 1.67% 13
2022
Q3 		$4.25M Buy
30,727
+2,990
+11% +$469K 2% 10
2022
Q2 		$3.79M Buy
27,737
+3,209
+13% +$486K 1.68% 14
2022
Q1 		$4.28M Sell
24,528
-2,691
-10% -$453K 1.77% 13
2021
Q4 		$4.83M Buy
27,219
+2,087
+8% +$330K 1.73% 13
2021
Q3 		$3.56M Sell
25,132
-136
-0.5% -$20K 1.51% 17
2021
Q2 		$3.46M Buy
25,268
+2,243
+10% +$291K 1.84% 14
2021
Q1 		$2.81M Buy
23,025
+286
+1% +$36.7K 1.34% 17
2020
Q4 		$3.02M Buy
22,739
+707
+3% +$85K 1.57% 17
2020
Q3 		$2.55M Buy
22,032
+2,400
+12% +$262K 1.44% 18
2020
Q2 		$1.79M Sell
19,632
-3,212
-14% -$249K 1.07% 22
2020
Q1 		$1.45M Buy
22,844
+1,088
+5% +$80K 1.02% 22
2019
Q4 		$1.6M Buy
+21,756
New +$1.4M 1.06% 24

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

BCS Wealth Management reduced its Apple (AAPL) stake by 1% in Q2 2026, selling an estimated $55.8K and leaving 18,426 shares worth $5.33M. The position accounts for 0.96% of the portfolio, ranked #25.

BCS Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.2M in Q4 2025. 1,831 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BCS Wealth Management held 18,426 shares of Apple worth $5.33M as of Q2 2026.
  • BCS Wealth Management sold 195 Apple shares in Q2 2026, an estimated $55.8K.
  • Apple made up 0.96% of BCS Wealth Management's portfolio in Q2 2026, its #25 holding.
  • BCS Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • BCS Wealth Management's Apple position peaked at $10.2M in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.