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Bell & Brown Wealth Advisors’s Apple AAPL Stock Holding History

Bell & Brown Wealth 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
2026
Q1 		$15.9M Buy
62,545
+299
+0.5% +$77.8K 5.15% 2
2025
Q4 		$16.9M Sell
62,246
-365
-0.6% -$98K 5.45% 3
2025
Q3 		$15.9M Buy
62,611
+271
+0.4% +$61.2K 5.22% 2
2025
Q2 		$12.8M Buy
62,340
+339
+0.5% +$68.5K 4.57% 2
2025
Q1 		$13.8M Buy
62,001
+240
+0.4% +$55.6K 5.37% 1
2024
Q4 		$15.5M Sell
61,761
-583
-0.9% -$137K 5.76% 2
2024
Q3 		$14.5M Buy
62,344
+395
+0.6% +$88.2K 5.68% 1
2024
Q2 		$13M Buy
61,949
+1,933
+3% +$360K 5% 3
2024
Q1 		$10.3M Sell
60,016
-2,912
-5% -$529K 4.41% 3
2023
Q4 		$12.1M Buy
+62,928
New +$11.6M 5.62% 1
2023
Q2 		$12.4M Buy
64,153
+1,105
+2% +$193K 6.23% 1
2023
Q1 		$10.4M Buy
63,048
+1,477
+2% +$218K 5.54% 1
2022
Q4 		$8M Sell
61,571
-202
-0.3% -$28.9K 4.4% 2
2022
Q3 		$8.54M Sell
61,773
-3,492
-5% -$548K 5.27% 2
2022
Q2 		$8.92M Sell
65,265
-2,473
-4% -$375K 4.77% 1
2022
Q1 		$11.8M Sell
67,738
-4,277
-6% -$719K 5.36% 2
2021
Q4 		$12.7M Buy
72,015
+4,471
+7% +$707K 6.11% 1
2021
Q3 		$9.56M Buy
+67,544
New +$9.94M 5.15% 1
2020
Q3 		$9.69M Sell
82,710
-5,270
-6% -$575K 7.01% 1
2020
Q2 		$9.62M Sell
87,980
-7,100
-7% -$550K 7.52% 1
2020
Q1 		$7.42M Sell
95,080
-7,840
-8% -$577K 6.88% 1
2019
Q4 		$8.08M Sell
102,920
-6,732
-6% -$433K 6.02% 1
2019
Q3 		$6.16M Sell
109,652
-3,044
-3% -$159K 5.06% 1
2019
Q2 		$5.58M Buy
112,696
+1,556
+1% +$75.8K 4.91% 1
2019
Q1 		$5.28M Buy
111,140
+2,432
+2% +$103K 4.81% 2
2018
Q4 		$4.29M Buy
108,708
+6,608
+6% +$320K 4.59% 2
2018
Q3 		$5.59M Sell
102,100
-4,892
-5% -$255K 5.19% 1
2018
Q2 		$4.95M Buy
106,992
+6,528
+6% +$296K 4.89% 2
2018
Q1 		$4.2M Sell
100,464
-2,880
-3% -$124K 4.42% 2
2017
Q4 		$4.37M Buy
+103,344
New +$4.32M 4.53% 2

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bell & Brown Wealth Advisors's AAPL Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Apple (AAPL) stake by 0.48% in Q1 2026, buying an estimated $77.8K and bringing the position to 62,545 shares worth $15.9M. The position accounts for 5.15% of the portfolio, ranked #2.

Bell & Brown Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 30 quarters since. The position peaked at $16.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bell & Brown Wealth Advisors held 62,545 shares of Apple worth $15.9M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 299 Apple shares in Q1 2026, an estimated $77.8K.
  • Apple made up 5.15% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Bell & Brown Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Apple position peaked at $16.9M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.