BCWM LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.37M | Sell |
32,979
-3,564
| -10% | -$928K | 2.37% | 20 |
|
|
2025
Q4 | $9.93M | Buy |
36,543
+37
| +0.1% | +$9.93K | 2.97% | 12 |
|
|
2025
Q3 | $9.3M | Sell |
36,506
-374
| -1% | -$84.5K | 2.78% | 15 |
|
|
2025
Q2 | $7.57M | Buy |
36,880
+6,388
| +21% | +$1.29M | 2.4% | 16 |
|
|
2025
Q1 | $6.77M | Sell |
30,492
-425
| -1% | -$98.5K | 2.35% | 18 |
|
|
2024
Q4 | $7.74M | Buy |
+30,917
| New | +$7.29M | 2.76% | 15 |
|
|
2024
Q2 | $8.53M | Buy |
40,498
+329
| +0.8% | +$61.4K | 3.07% | 12 |
|
|
2024
Q1 | $6.89M | Sell |
40,169
-2,012
| -5% | -$366K | 2.37% | 17 |
|
|
2023
Q4 | $8.12M | Sell |
42,181
-1,210
| -3% | -$223K | 2.75% | 10 |
|
|
2023
Q3 | $7.43M | Sell |
43,391
-717
| -2% | -$131K | 2.72% | 10 |
|
|
2023
Q2 | $8.56M | Sell |
44,108
-248
| -0.6% | -$43.2K | 2.82% | 10 |
|
|
2023
Q1 | $7.31M | Buy |
44,356
+649
| +1% | +$95.8K | 2.32% | 20 |
|
|
2022
Q4 | $5.68M | Buy |
43,707
+730
| +2% | +$104K | 1.87% | 23 |
|
|
2022
Q3 | $5.94M | Sell |
42,977
-9,860
| -19% | -$1.55M | 2.16% | 20 |
|
|
2022
Q2 | $7.22M | Sell |
52,837
-3,322
| -6% | -$503K | 2.47% | 17 |
|
|
2022
Q1 | $9.81M | Sell |
56,159
-743
| -1% | -$125K | 2.93% | 8 |
|
|
2021
Q4 | $10.1M | Sell |
56,902
-1,080
| -2% | -$171K | 2.97% | 6 |
|
|
2021
Q3 | $8.21M | Buy |
57,982
+150
| +0.3% | +$22.1K | 2.45% | 18 |
|
|
2021
Q2 | $7.92M | Sell |
57,832
-9,872
| -15% | -$1.28M | 2.34% | 21 |
|
|
2021
Q1 | $8.27M | Buy |
67,704
+1,265
| +2% | +$162K | 2.44% | 20 |
|
|
2020
Q4 | $8.82M | Sell |
66,439
-390
| -0.6% | -$46.9K | 2.63% | 13 |
|
|
2020
Q3 | $7.74M | Sell |
66,829
-747
| -1% | -$81.5K | 2.63% | 17 |
|
|
2020
Q2 | $6.16M | Sell |
67,576
-3,572
| -5% | -$277K | 2.21% | 19 |
|
|
2020
Q1 | $4.52M | Sell |
71,148
-13,792
| -16% | -$1.01M | 1.89% | 19 |
|
|
2019
Q4 | $6.24M | Sell |
84,940
-10,460
| -11% | -$673K | 2.23% | 8 |
|
|
2019
Q3 | $5.34M | Sell |
95,400
-300
| -0.3% | -$15.7K | 2.16% | 11 |
|
|
2019
Q2 | $4.74M | Sell |
95,700
-1,100
| -1% | -$53.6K | 1.89% | 20 |
|
|
2019
Q1 | $4.6M | Buy |
96,800
+1,316
| +1% | +$55.8K | 2.06% | 11 |
|
|
2018
Q4 | $37.7M | Sell |
95,484
-4,148
| -4% | -$201K | 1.79% | 18 |
|
|
2018
Q3 | $5.61M | Sell |
99,632
-4,276
| -4% | -$223K | 2.34% | 9 |
|
|
2018
Q2 | $4.81M | Buy |
103,908
+1,620
| +2% | +$73.5K | 2.1% | 10 |
|
|
2018
Q1 | $4.29M | Buy |
102,288
+548
| +0.5% | +$23.6K | 1.83% | 22 |
|
|
2017
Q4 | $4.3M | Buy |
101,740
+192
| +0.2% | +$8.02K | 1.76% | 22 |
|
|
2017
Q3 | $3.91M | Sell |
101,548
-12,056
| -11% | -$468K | 1.64% | 28 |
|
|
2017
Q2 | $4.09M | Sell |
113,604
-1,048
| -0.9% | -$38.7K | 1.82% | 17 |
|
|
2017
Q1 | $4.12M | Sell |
114,652
-1,424
| -1% | -$46.9K | 1.85% | 16 |
|
|
2016
Q4 | $3.36M | Buy |
116,076
+1,156
| +1% | +$32.8K | 1.56% | 32 |
|
|
2016
Q3 | $3.25M | Sell |
114,920
-21,976
| -16% | -$582K | 1.51% | 35 |
|
|
2016
Q2 | $3.27M | Buy |
136,896
+4,196
| +3% | +$104K | 1.57% | 35 |
|
|
2016
Q1 | $3.62M | Buy |
132,700
+83,748
| +171% | +$2.09M | 2.01% | 12 |
|
|
2015
Q4 | $1.29M | Sell |
48,952
-1,020
| -2% | -$29.1K | 0.78% | 53 |
|
|
2015
Q3 | $1.38M | Sell |
49,972
-264
| -0.5% | -$7.74K | 0.68% | 64 |
|
|
2015
Q2 | $1.58M | Buy |
50,236
+788
| +2% | +$25.2K | 0.66% | 59 |
|
|
2015
Q1 | $15.4M | Sell |
49,448
-14,664
| -23% | -$443K | 0.71% | 55 |
|
|
2014
Q4 | $17.7M | Sell |
64,112
-3,248
| -5% | -$88.4K | 0.86% | 50 |
|
|
2014
Q3 | $17K | Sell |
67,360
-204
| -0.3% | -$5.01K | 0.85% | 51 |
|
|
2014
Q2 | $1.57M | Sell |
67,564
-18,060
| -21% | -$384K | 0.8% | 50 |
|
|
2014
Q1 | $1.64M | Buy |
85,624
+1,092
| +1% | +$20.8K | 0.86% | 52 |
|
|
2013
Q4 | $1.69M | Sell |
84,532
-42,168
| -33% | -$797K | 0.96% | 49 |
|
|
2013
Q3 | $2.16M | Sell |
126,700
-39,032
| -24% | -$647K | 1.32% | 39 |
|
|
2013
Q2 | $2.35M | Buy |
+165,732
| New | +$2.55M | 1.42% | 33 |
|
Other funds holding AAPL
VCM
VPM
BCWM LLC's AAPL Position: Q1 2026 in Review
BCWM LLC reduced its Apple (AAPL) stake by 9.8% in Q1 2026, selling an estimated $928K and leaving 32,979 shares worth $8.37M. The position accounts for 2.37% of the portfolio, ranked #20.
BCWM LLC first reported a position in AAPL in Q2 2013 and has held it in 51 quarters since. The position peaked at $37.7M in Q4 2018. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- BCWM LLC held 32,979 shares of Apple worth $8.37M as of Q1 2026.
- BCWM LLC sold 3,564 Apple shares in Q1 2026, an estimated $928K.
- Apple made up 2.37% of BCWM LLC's portfolio in Q1 2026, its #20 holding.
- BCWM LLC first reported a position in Apple in Q2 2013 and has held it in 51 quarters since.
- BCWM LLC's Apple position peaked at $37.7M in Q4 2018.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.