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Bel Air Investment Advisors’s Apple AAPL Stock Holding History

Bel Air Investment 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
2021
Q2 		$96.2M Buy
702,136
+62,229
+10% +$8.06M 2.93% 6
2021
Q1 		$78.2M Buy
+639,907
New +$82.1M 2.46% 8
2013
Q3 		$33.9M Buy
1,990,492
+72,660
+4% +$1.2M 4.74% 1
2013
Q2 		$27.2M Buy
+1,917,832
New +$29.5M 3.98% 3

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bel Air Investment Advisors's AAPL Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Apple (AAPL) stake by 9.7% in Q2 2021, buying an estimated $8.06M and bringing the position to 702,136 shares worth $96.2M. The position accounts for 2.93% of the portfolio, ranked #6.

Bel Air Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 4 quarters since. 3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Bel Air Investment Advisors held 702,136 shares of Apple worth $96.2M as of Q2 2021.
  • Bel Air Investment Advisors bought 62,229 Apple shares in Q2 2021, an estimated $8.06M.
  • Apple made up 2.93% of Bel Air Investment Advisors's portfolio in Q2 2021, its #6 holding.
  • Bel Air Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 4 quarters since.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.