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Bellevue Group’s Apple AAPL Stock Holding History

Bellevue Group’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 		$541K Sell
1,768
-1,552
-47% -$444K 0.01% 110
2026
Q1 		$843K Hold
3,320
– – 0.02% 94
2025
Q4 		$903K Buy
3,320
+1,711
+106% +$459K 0.02% 112
2025
Q3 		$410K Buy
+1,609
New +$363K 0.01% 119
2024
Q3 		– Sell
-2,200
Closed -$463K – 164
2024
Q2 		$463K Hold
2,200
– – 0.01% 130
2024
Q1 		$377K Buy
+2,200
New +$400K 0.01% 140

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 Group's AAPL Position: Q2 2026 in Review

Bellevue Group reduced its Apple (AAPL) stake by 47% in Q2 2026, selling an estimated $444K and leaving 1,768 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #110.

Bellevue Group first reported a position in AAPL in Q1 2024 and has held it in 6 quarters since. The position peaked at $903K in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bellevue Group held 1,768 shares of Apple worth $541K as of Q2 2026.
  • Bellevue Group sold 1,552 Apple shares in Q2 2026, an estimated $444K.
  • Apple made up 0.01% of Bellevue Group's portfolio in Q2 2026, its #110 holding.
  • Bellevue Group first reported a position in Apple in Q1 2024 and has held it in 6 quarters since.
  • Bellevue Group's Apple position peaked at $903K in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.