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 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%	-$9.91M	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bell Asset Management's AAPL Position: Q1 2026 in Review

Bell Asset Management increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $2.31M and bringing the position to 78,706 shares worth $20M. The position accounts for 5.88% of the portfolio, ranked #4.

Bell Asset Management first reported a position in AAPL in Q4 2017 and has held it in 17 quarters since. The position peaked at $42.5M in Q2 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Bell Asset Management held 78,706 shares of Apple worth $20M as of Q1 2026.
Bell Asset Management bought 8,891 Apple shares in Q1 2026, an estimated $2.31M.
Apple made up 5.88% of Bell Asset Management's portfolio in Q1 2026, its #4 holding.
Bell Asset Management first reported a position in Apple in Q4 2017 and has held it in 17 quarters since.
Bell Asset Management's Apple position peaked at $42.5M in Q2 2024.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.