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Bellevue Asset Management’s Apple AAPL Stock Holding History

Bellevue Asset Management’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 		$15.5M Sell
53,609
-429
-0.8% -$123K 7.16% 2
2026
Q1 		$13.7M Sell
54,038
-404
-0.7% -$105K 6.86% 2
2025
Q4 		$14.8M Sell
54,442
-365
-0.7% -$98K 4.79% 3
2025
Q3 		$14M Sell
54,807
-1,261
-2% -$285K 6.42% 2
2025
Q2 		$11.5M Sell
56,068
-328
-0.6% -$66.2K 5.6% 2
2025
Q1 		$12.5M Sell
56,396
-518
-0.9% -$120K 6.83% 2
2024
Q4 		$14.3M Sell
56,914
-1,023
-2% -$241K 7.36% 2
2024
Q3 		$13.5M Sell
57,937
-92
-0.2% -$20.5K 6.93% 2
2024
Q2 		$12.2M Sell
58,029
-73
-0.1% -$13.6K 6.75% 2
2024
Q1 		$9.96M Sell
58,102
-751
-1% -$137K 5.66% 2
2023
Q4 		$11.3M Sell
58,853
-1,109
-2% -$205K 10.01% 1
2023
Q3 		$10.3M Sell
59,962
-1,075
-2% -$197K 6.9% 3
2023
Q2 		$11.8M Sell
61,037
-993
-2% -$173K 7.43% 3
2023
Q1 		$10.2M Sell
62,030
-1,200
-2% -$177K 6.94% 3
2022
Q4 		$8.11M Sell
63,230
-1,132
-2% -$162K 6.27% 3
2022
Q3 		$9.07M Sell
64,362
-498
-0.8% -$78.2K 7.05% 2
2022
Q2 		$8.93M Sell
64,860
-2,465
-4% -$373K 6.45% 2
2022
Q1 		$11.9M Sell
67,325
-297
-0.4% -$49.9K 7.31% 2
2021
Q4 		$12M Sell
67,622
-1,272
-2% -$201K 7.07% 2
2021
Q3 		$9.83M Sell
68,894
-808
-1% -$119K 6.02% 3
2021
Q2 		$9.55M Sell
69,702
-985
-1% -$128K 5.83% 3
2021
Q1 		$8.66M Sell
70,687
-502
-0.7% -$64.4K 5.37% 3
2020
Q4 		$10.2M Sell
71,189
-408
-0.6% -$49.1K 6.22% 2
2020
Q3 		$8.29M Buy
71,597
+437
+0.6% +$47.7K 5.8% 3
2020
Q2 		$6.49M Sell
71,160
-140
-0.2% -$10.8K 6.66% 2
2020
Q1 		$5.02M Buy
71,300
+3,876
+6% +$285K 5.21% 3
2019
Q4 		$4.95M Buy
+67,424
New +$4.34M 3.82% 4

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

Bellevue Asset Management's AAPL Position: Q2 2026 in Review

Bellevue Asset Management reduced its Apple (AAPL) stake by 0.79% in Q2 2026, selling an estimated $123K and leaving 53,609 shares worth $15.5M. The position accounts for 7.16% of the portfolio, ranked #2.

Bellevue Asset Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bellevue Asset Management held 53,609 shares of Apple worth $15.5M as of Q2 2026.
  • Bellevue Asset Management sold 429 Apple shares in Q2 2026, an estimated $123K.
  • Apple made up 7.16% of Bellevue Asset Management's portfolio in Q2 2026, its #2 holding.
  • Bellevue Asset Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.