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Bell Investment Advisors’s Apple AAPL Stock Holding History

Bell 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
2026
Q2 		$10.5M Sell
36,423
-825
-2% -$236K 1.55% 16
2026
Q1 		$9.45M Buy
37,248
+12,548
+51% +$3.27M 1.48% 16
2025
Q4 		$6.71M Sell
24,700
-3,132
-11% -$841K 1.06% 22
2025
Q3 		$7.09M Sell
27,832
-360
-1% -$81.3K 1.16% 21
2025
Q2 		$5.78M Buy
28,192
+291
+1% +$58.8K 0.99% 25
2025
Q1 		$6.2M Sell
27,901
-119
-0.4% -$27.6K 1.15% 22
2024
Q4 		$7.02M Buy
28,020
+79
+0.3% +$18.6K 1.31% 19
2024
Q3 		$6.51M Sell
27,941
-477
-2% -$107K 1.19% 23
2024
Q2 		$5.99M Sell
28,418
-466
-2% -$86.9K 1.18% 22
2024
Q1 		$4.95M Sell
28,884
-616
-2% -$112K 0.97% 23
2023
Q4 		$5.68M Buy
29,500
+75
+0.3% +$13.8K 1.17% 24
2023
Q3 		$5.04M Buy
29,425
+4,729
+19% +$867K 1.13% 24
2023
Q2 		$4.79M Buy
24,696
+252
+1% +$43.9K 1.06% 23
2023
Q1 		$4.03M Buy
24,444
+692
+3% +$102K 0.94% 24
2022
Q4 		$3.09M Buy
23,752
+17
+0.1% +$2.43K 0.77% 26
2022
Q3 		$3.28M Buy
23,735
+492
+2% +$77.2K 1.02% 23
2022
Q2 		$3.18M Buy
+23,243
New +$3.52M 0.98% 24
2021
Q4 		$4.22M Buy
23,759
+425
+2% +$67.2K 1.16% 20
2021
Q3 		$3.3M Buy
+23,334
New +$3.44M 0.98% 24

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bell Investment Advisors's AAPL Position: Q2 2026 in Review

Bell Investment Advisors reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $236K and leaving 36,423 shares worth $10.5M. The position accounts for 1.55% of the portfolio, ranked #16.

Bell Investment Advisors first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bell Investment Advisors held 36,423 shares of Apple worth $10.5M as of Q2 2026.
  • Bell Investment Advisors sold 825 Apple shares in Q2 2026, an estimated $236K.
  • Apple made up 1.55% of Bell Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Bell Investment Advisors first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.