Bedel Financial Consulting’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.3M | Buy |
84,110
+7,221
| +9% | +$2.07M | 2.29% | 5 |
|
|
2026
Q1 | $19.5M | Sell |
76,889
-858
| -1% | -$223K | 2.2% | 5 |
|
|
2025
Q4 | $21.1M | Sell |
77,747
-1,641
| -2% | -$441K | 2.27% | 5 |
|
|
2025
Q3 | $20.2M | Sell |
79,388
-861
| -1% | -$195K | 2.58% | 4 |
|
|
2025
Q2 | $16.5M | Sell |
80,249
-640
| -0.8% | -$129K | 2.25% | 6 |
|
|
2025
Q1 | $16.1M | Buy |
80,889
+268
| +0.3% | +$62.1K | 2.3% | 4 |
|
|
2024
Q4 | $18.7M | Buy |
80,621
+241
| +0.3% | +$56.8K | 2.6% | 4 |
|
|
2024
Q3 | $18.7M | Sell |
80,380
-1,462
| -2% | -$326K | 2.64% | 4 |
|
|
2024
Q2 | $17.2M | Sell |
81,842
-401
| -0.5% | -$74.8K | 2.53% | 4 |
|
|
2024
Q1 | $14.1M | Buy |
82,243
+212
| +0.3% | +$38.5K | 2.21% | 5 |
|
|
2023
Q4 | $15.8M | Sell |
82,031
-888
| -1% | -$164K | 2.89% | 4 |
|
|
2023
Q3 | $14.2M | Buy |
82,919
+814
| +1% | +$149K | 2.87% | 4 |
|
|
2023
Q2 | $15.9M | Buy |
82,105
+496
| +0.6% | +$86.4K | 3.33% | 4 |
|
|
2023
Q1 | $13.5M | Sell |
81,609
-2,693
| -3% | -$397K | 3.28% | 4 |
|
|
2022
Q4 | $11M | Buy |
84,302
+129
| +0.2% | +$18.4K | 2.72% | 4 |
|
|
2022
Q3 | $11.7M | Buy |
84,173
+1,370
| +2% | +$215K | 3.1% | 4 |
|
|
2022
Q2 | $11.3M | Buy |
82,803
+371
| +0.5% | +$56.2K | 3.31% | 5 |
|
|
2022
Q1 | $14.4M | Sell |
82,432
-459
| -0.6% | -$77.2K | 4.52% | 3 |
|
|
2021
Q4 | $14.7M | Buy |
82,891
+287
| +0.3% | +$45.4K | 4.58% | 3 |
|
|
2021
Q3 | $11.7M | Sell |
82,604
-315
| -0.4% | -$46.4K | 4.01% | 3 |
|
|
2021
Q2 | $11.4M | Buy |
82,919
+3,416
| +4% | +$443K | 3.95% | 3 |
|
|
2021
Q1 | $9.71M | Sell |
79,503
-3,875
| -5% | -$497K | 3.76% | 3 |
|
|
2020
Q4 | $11.1M | Buy |
83,378
+10,211
| +14% | +$1.23M | 4.91% | 3 |
|
|
2020
Q3 | $8.47M | Buy |
73,167
+63
| +0.1% | +$6.87K | 4.24% | 4 |
|
|
2020
Q2 | $6.67M | Sell |
73,104
-2,944
| -4% | -$228K | 3.59% | 4 |
|
|
2020
Q1 | $4.83M | Buy |
76,048
+4,044
| +6% | +$297K | 3.2% | 4 |
|
|
2019
Q4 | $5.29M | Buy |
72,004
+1,004
| +1% | +$64.6K | 3% | 3 |
|
|
2019
Q3 | $3.98M | Sell |
71,000
-420
| -0.6% | -$22K | 2.39% | 4 |
|
|
2019
Q2 | $3.53M | Sell |
71,420
-244
| -0.3% | -$11.9K | 2.15% | 5 |
|
|
2019
Q1 | $3.4M | Buy |
71,664
+2,092
| +3% | +$88.7K | 2.17% | 4 |
|
|
2018
Q4 | $2.74M | Buy |
69,572
+440
| +0.6% | +$21.3K | 1.97% | 4 |
|
|
2018
Q3 | $3.84M | Buy |
69,132
+1,016
| +1% | +$52.9K | 2.56% | 3 |
|
|
2018
Q2 | $3.15M | Sell |
68,116
-2,408
| -3% | -$109K | 2.32% | 3 |
|
|
2018
Q1 | $2.96M | Sell |
70,524
-1,812
| -3% | -$78K | 2.25% | 5 |
|
|
2017
Q4 | $3.06M | Buy |
+72,336
| New | +$3.02M | 2.75% | 4 |
|
Other funds holding AAPL
Bedel Financial Consulting's AAPL Position: Q2 2026 in Review
Bedel Financial Consulting increased its Apple (AAPL) stake by 9.4% in Q2 2026, buying an estimated $2.07M and bringing the position to 84,110 shares worth $24.3M. The position accounts for 2.29% of the portfolio, ranked #5.
Bedel Financial Consulting first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Bedel Financial Consulting held 84,110 shares of Apple worth $24.3M as of Q2 2026.
- Bedel Financial Consulting bought 7,221 Apple shares in Q2 2026, an estimated $2.07M.
- Apple made up 2.29% of Bedel Financial Consulting's portfolio in Q2 2026, its #5 holding.
- Bedel Financial Consulting first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.