Bell Asset Management
AAPL icon

Bell Asset Management’s Apple AAPL Stock Holding History

Bell Asset 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
Q3 		$8.98M Sell
26,952
-15,347
-36% -$4.93M 3.24% 6
2026
Q2 		$12.2M Sell
42,299
-36,407
-46% -$10.4M 3.27% 6
2026
Q1 		$20M Buy
78,706
+8,891
+13% +$2.31M 5.88% 4
2025
Q4 		$19.1M Sell
69,815
-28,001
-29% -$7.52M 5.09% 5
2025
Q3 		$24.9M Buy
97,816
+3,957
+4% +$894K 6.81% 3
2025
Q2 		$19.3M Buy
93,859
+14,477
+18% +$2.92M 4.25% 5
2025
Q1 		$17.6M Buy
79,382
+11,951
+18% +$2.77M 3.24% 5
2024
Q4 		$16.9M Sell
67,431
-9,470
-12% -$2.23M 3.08% 5
2024
Q3 		$17.9M Sell
76,901
-124,835
-62% -$27.9M 3.28% 4
2024
Q2 		$42.5M Buy
+201,736
New +$37.6M 5.96% 3
2020
Q1 		– Sell
-108,144
Closed -$7.94M – 62
2019
Q4 		$7.94M Sell
108,144
-154,064
-59% -$9.9M 2.04% 7
2019
Q3 		$14.7M Buy
262,208
+40,804
+18% +$2.13M 2.25% 9
2019
Q2 		$11M Hold
221,404
– – 1.78% 17
2019
Q1 		$10.5M Buy
221,404
+8,536
+4% +$362K 1.81% 15
2018
Q4 		$8.39M Buy
212,868
+46,860
+28% +$2.27M 1.76% 20
2018
Q3 		$9.37M Sell
166,008
-141,708
-46% -$7.38M 1.95% 12
2018
Q2 		$14.3M Buy
307,716
+2,512
+0.8% +$114K 3.44% 1
2018
Q1 		$16.7M Buy
305,204
+500
+0.2% +$21.5K 3.34% 2
2017
Q4 		$12.9M Buy
+304,704
New +$12.7M 3.08% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bell Asset Management's AAPL Position: Q3 2026 in Review

Bell Asset Management reduced its Apple (AAPL) stake by 36% in Q3 2026, selling an estimated $4.93M and leaving 26,952 shares worth $8.98M. The position accounts for 3.24% of the portfolio, ranked #6.

Bell Asset Management first reported a position in AAPL in Q4 2017 and has held it in 19 quarters since. The position peaked at $42.5M in Q2 2024. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Bell Asset Management held 26,952 shares of Apple worth $8.98M as of Q3 2026.
  • Bell Asset Management sold 15,347 Apple shares in Q3 2026, an estimated $4.93M.
  • Apple made up 3.24% of Bell Asset Management's portfolio in Q3 2026, its #6 holding.
  • Bell Asset Management first reported a position in Apple in Q4 2017 and has held it in 19 quarters since.
  • Bell Asset Management's Apple position peaked at $42.5M in Q2 2024.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.