Bellecapital’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 | $33.2M | Buy |
114,638
+2,149
| +2% | +$615K | 5.3% | 3 |
|
|
2026
Q1 | $28.5M | Sell |
112,489
-2,395
| -2% | -$623K | 5.15% | 3 |
|
|
2025
Q4 | $31.2M | Sell |
114,884
-3,830
| -3% | -$1.03M | 5.54% | 2 |
|
|
2025
Q3 | $30.2M | Buy |
118,714
+588
| +0.5% | +$133K | 4.88% | 5 |
|
|
2025
Q2 | $24.2M | Buy |
118,126
+881
| +0.8% | +$178K | 4.3% | 5 |
|
|
2025
Q1 | $26M | Sell |
117,245
-9
| -0% | -$2.08K | 5.14% | 2 |
|
|
2024
Q4 | $29.4M | Buy |
117,254
+4,079
| +4% | +$961K | 5.19% | 1 |
|
|
2024
Q3 | $26.4M | Buy |
113,175
+2,105
| +2% | +$470K | 5.23% | 1 |
|
|
2024
Q2 | $23.4M | Sell |
111,070
-3,693
| -3% | -$689K | 4.96% | 2 |
|
|
2024
Q1 | $19.7M | Sell |
114,763
-2,185
| -2% | -$397K | 4.34% | 2 |
|
|
2023
Q4 | $22.5M | Buy |
116,948
+1,264
| +1% | +$233K | 5.1% | 2 |
|
|
2023
Q3 | $19.8M | Sell |
115,684
-1,003
| -0.9% | -$184K | 4.97% | 2 |
|
|
2023
Q2 | $22.6M | Sell |
116,687
-1,665
| -1% | -$290K | 5.47% | 2 |
|
|
2023
Q1 | $19.5M | Buy |
118,352
+4,631
| +4% | +$683K | 4.85% | 2 |
|
|
2022
Q4 | $14.8M | Sell |
113,721
-1,953
| -2% | -$279K | 4.15% | 2 |
|
|
2022
Q3 | $16M | Sell |
115,674
-6,764
| -6% | -$1.06M | 4.88% | 1 |
|
|
2022
Q2 | $16.7M | Sell |
122,438
-918
| -0.7% | -$139K | 4.67% | 3 |
|
|
2022
Q1 | $21.5M | Sell |
123,356
-1,519
| -1% | -$255K | 6.83% | 1 |
|
|
2021
Q4 | $22.2M | Buy |
124,875
+449
| +0.4% | +$71K | 6.32% | 1 |
|
|
2021
Q3 | $17.6M | Buy |
124,426
+2,144
| +2% | +$316K | 5.38% | 1 |
|
|
2021
Q2 | $16.7M | Sell |
122,282
-4,622
| -4% | -$599K | 5.09% | 1 |
|
|
2021
Q1 | $15.5M | Buy |
126,904
+6,829
| +6% | +$877K | 4.84% | 1 |
|
|
2020
Q4 | $15.9M | Buy |
120,075
+25,474
| +27% | +$3.06M | 5.31% | 1 |
|
|
2020
Q3 | $11M | Sell |
94,601
-18,819
| -17% | -$2.05M | 5.01% | 2 |
|
|
2020
Q2 | $10.3M | Sell |
113,420
-7,804
| -6% | -$605K | 4.85% | 2 |
|
|
2020
Q1 | $7.71M | Sell |
121,224
-12,984
| -10% | -$955K | 4.93% | 2 |
|
|
2019
Q4 | $9.85M | Buy |
134,208
+12,772
| +11% | +$822K | 5.05% | 2 |
|
|
2019
Q3 | $6.8M | Buy |
121,436
+3,700
| +3% | +$193K | 4.08% | 5 |
|
|
2019
Q2 | $5.83M | Sell |
117,736
-1,816
| -2% | -$88.5K | 3.62% | 6 |
|
|
2019
Q1 | $5.68M | Sell |
119,552
-20,380
| -15% | -$864K | 3.61% | 5 |
|
|
2018
Q4 | $5.52M | Buy |
139,932
+5,268
| +4% | +$255K | 3.93% | 8 |
|
|
2018
Q3 | $7.6M | Sell |
134,664
-6,956
| -5% | -$362K | 4.98% | 2 |
|
|
2018
Q2 | $6.55M | Buy |
141,620
+31,876
| +29% | +$1.45M | 4.73% | 3 |
|
|
2018
Q1 | $4.6M | Sell |
109,744
-35,948
| -25% | -$1.55M | 4.3% | 5 |
|
|
2017
Q4 | $6.16M | Buy |
145,692
+48,672
| +50% | +$2.03M | 4.98% | 2 |
|
|
2017
Q3 | $3.74M | Sell |
97,020
-66,460
| -41% | -$2.58M | 4.41% | 6 |
|
|
2017
Q2 | $5.89M | Sell |
163,480
-6,180
| -4% | -$228K | 5.16% | 5 |
|
|
2017
Q1 | $6.09M | Sell |
169,660
-4,640
| -3% | -$153K | 5.63% | 1 |
|
|
2016
Q4 | $5.05M | Buy |
174,300
+38,140
| +28% | +$1.08M | 4.49% | 5 |
|
|
2016
Q3 | $3.7M | Sell |
136,160
-11,380
| -8% | -$301K | 4.12% | 7 |
|
|
2016
Q2 | $3.53M | Buy |
147,540
+31,460
| +27% | +$782K | 3.86% | 8 |
|
|
2016
Q1 | $3.05M | Buy |
116,080
+6,600
| +6% | +$164K | 4.07% | 7 |
|
|
2015
Q4 | $2.88M | Buy |
109,480
+10,740
| +11% | +$307K | 3.68% | 11 |
|
|
2015
Q3 | $2.72M | Buy |
98,740
+53,940
| +120% | +$1.58M | 4.03% | 8 |
|
|
2015
Q2 | $1.41M | Buy |
44,800
+2,500
| +6% | +$80K | 1.8% | 14 |
|
|
2015
Q1 | $1.32M | Sell |
42,300
-2,100
| -5% | -$63.4K | 1.76% | 13 |
|
|
2014
Q4 | $1.23M | Buy |
44,400
+1,560
| +4% | +$42.4K | 1.67% | 14 |
|
|
2014
Q3 | $1.08M | Buy |
42,840
+7,980
| +23% | +$196K | 1.26% | 19 |
|
|
2014
Q2 | $810K | Sell |
34,860
-35,980
| -51% | -$766K | 0.8% | 35 |
|
|
2014
Q1 | $1.36M | Buy |
70,840
+26,936
| +61% | +$512K | 1.18% | 22 |
|
|
2013
Q4 | $880K | Buy |
+43,904
| New | +$829K | 0.84% | 33 |
|
Other funds holding AAPL
Bellecapital's AAPL Position: Q2 2026 in Review
Bellecapital increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $615K and bringing the position to 114,638 shares worth $33.2M. The position accounts for 5.3% of the portfolio, ranked #3.
Bellecapital first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Bellecapital held 114,638 shares of Apple worth $33.2M as of Q2 2026.
- Bellecapital bought 2,149 Apple shares in Q2 2026, an estimated $615K.
- Apple made up 5.3% of Bellecapital's portfolio in Q2 2026, its #3 holding.
- Bellecapital first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.