Bell & Brown Wealth Advisors’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 | $18M | Sell |
62,128
-417
| -0.7% | -$119K | 5.45% | 3 |
|
|
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
Bell & Brown Wealth Advisors's AAPL Position: Q2 2026 in Review
Bell & Brown Wealth Advisors reduced its Apple (AAPL) stake by 0.67% in Q2 2026, selling an estimated $119K and leaving 62,128 shares worth $18M. The position accounts for 5.45% of the portfolio, ranked #3.
Bell & Brown Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Bell & Brown Wealth Advisors held 62,128 shares of Apple worth $18M as of Q2 2026.
- Bell & Brown Wealth Advisors sold 417 Apple shares in Q2 2026, an estimated $119K.
- Apple made up 5.45% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- Bell & Brown Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 31 quarters since.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.