BIA
AAPL icon

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
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 $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 Investment Advisors's AAPL Position: Q1 2026 in Review

Bell Investment Advisors increased its Apple (AAPL) stake by 51% in Q1 2026, buying an estimated $3.27M and bringing the position to 37,248 shares worth $9.45M. The position accounts for 1.48% of the portfolio, ranked #16.

Bell Investment Advisors first reported a position in AAPL in Q3 2021 and has held it in 18 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bell Investment Advisors held 37,248 shares of Apple worth $9.45M as of Q1 2026.
  • Bell Investment Advisors bought 12,548 Apple shares in Q1 2026, an estimated $3.27M.
  • Apple made up 1.48% of Bell Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Bell Investment Advisors first reported a position in Apple in Q3 2021 and has held it in 18 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.