BWA
AAPL icon

BCU Wealth Advisors’s Apple AAPL Stock Holding History

BCU Wealth Advisors’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 		$314K Buy
1,086
+136
+14% +$38.9K 0.1% 56
2026
Q1 		$241K Hold
950
– – 0.09% 58
2025
Q4 		$258K Hold
950
– – 0.1% 57
2025
Q3 		$242K Buy
+950
New +$215K 0.1% 57
2025
Q2 		– Sell
-3,309
Closed -$735K – 57
2025
Q1 		$735K Buy
3,309
+3
+0.1% +$695 0.38% 23
2024
Q4 		$828K Buy
3,306
+3
+0.1% +$707 0.47% 22
2024
Q3 		$770K Buy
3,303
+3
+0.1% +$670 0.46% 24
2024
Q2 		$695K Sell
3,300
-327
-9% -$61K 0.51% 21
2024
Q1 		$622K Buy
3,627
+322
+10% +$58.5K 0.53% 24
2023
Q4 		$636K Buy
+3,305
New +$610K 0.69% 21

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

BCU Wealth Advisors's AAPL Position: Q2 2026 in Review

BCU Wealth Advisors increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $38.9K and bringing the position to 1,086 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #56.

BCU Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $828K in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BCU Wealth Advisors held 1,086 shares of Apple worth $314K as of Q2 2026.
  • BCU Wealth Advisors bought 136 Apple shares in Q2 2026, an estimated $38.9K.
  • Apple made up 0.1% of BCU Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • BCU Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • BCU Wealth Advisors's Apple position peaked at $828K in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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