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Beaird Harris Wealth Management’s Apple AAPL Stock Holding History

Beaird Harris 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 		$7.59M Buy
26,213
+314
+1% +$89.8K 0.48% 31
2026
Q1 		$6.57M Sell
25,899
-654
-2% -$170K 0.45% 32
2025
Q4 		$7.22M Buy
26,553
+140
+0.5% +$37.6K 0.5% 30
2025
Q3 		$6.73M Buy
26,413
+855
+3% +$193K 0.48% 31
2025
Q2 		$5.24M Buy
25,558
+604
+2% +$122K 0.41% 35
2025
Q1 		$5.54M Sell
24,954
-1,684
-6% -$390K 0.47% 31
2024
Q4 		$6.67M Buy
26,638
+3,891
+17% +$917K 0.58% 29
2024
Q3 		$5.3M Sell
22,747
-1,245
-5% -$278K 0.46% 33
2024
Q2 		$5.05M Buy
23,992
+1,521
+7% +$284K 0.48% 32
2024
Q1 		$3.85M Sell
22,471
-235
-1% -$42.7K 0.38% 35
2023
Q4 		$4.37M Buy
22,706
+2,228
+11% +$411K 0.46% 32
2023
Q3 		$3.51M Buy
20,478
+375
+2% +$68.8K 0.42% 31
2023
Q2 		$3.9M Sell
20,103
-94
-0.5% -$16.4K 0.47% 30
2023
Q1 		$3.33M Sell
20,197
-1,820
-8% -$269K 0.6% 26
2022
Q4 		$2.86M Buy
22,017
+1,841
+9% +$263K 0.53% 27
2022
Q3 		$2.79M Buy
20,176
+2,612
+15% +$410K 0.61% 26
2022
Q2 		$2.4M Sell
17,564
-18,858
-52% -$2.86M 0.66% 17
2022
Q1 		$6.36M Sell
36,422
-1,742
-5% -$293K 2.3% 8
2021
Q4 		$6.78M Buy
+38,164
New +$6.03M 2.48% 6

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Beaird Harris Wealth Management's AAPL Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $89.8K and bringing the position to 26,213 shares worth $7.59M. The position accounts for 0.48% of the portfolio, ranked #31.

Beaird Harris Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beaird Harris Wealth Management held 26,213 shares of Apple worth $7.59M as of Q2 2026.
  • Beaird Harris Wealth Management bought 314 Apple shares in Q2 2026, an estimated $89.8K.
  • Apple made up 0.48% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Beaird Harris Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.