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Beckerman Institutional’s Apple AAPL Stock Holding History

Beckerman Institutional’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 		$2.02M Hold
6,972
– – 0.96% 29
2026
Q1 		$1.77M Hold
6,972
– – 0.94% 30
2025
Q4 		$1.9M Hold
6,972
– – 1.06% 25
2025
Q3 		$1.78M Buy
6,972
+1,498
+27% +$338K 1.05% 28
2025
Q2 		$1.12M Buy
5,474
+100
+2% +$20.2K 0.75% 38
2025
Q1 		$1.19M Sell
5,374
-213
-4% -$49.3K 0.86% 37
2024
Q4 		$1.4M Sell
5,587
-336
-6% -$79.2K 1.12% 25
2024
Q3 		$1.38M Buy
+5,923
New +$1.32M 1.16% 26

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

Beckerman Institutional's AAPL Position: Q2 2026 in Review

Beckerman Institutional held its Apple (AAPL) position steady in Q2 2026 at 6,972 shares worth $2.02M. The position accounts for 0.96% of the portfolio, ranked #29.

Beckerman Institutional first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beckerman Institutional held 6,972 shares of Apple worth $2.02M as of Q2 2026.
  • Beckerman Institutional left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.96% of Beckerman Institutional's portfolio in Q2 2026, its #29 holding.
  • Beckerman Institutional first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.