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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
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 $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

Bellevue Group's AAPL Position: Q1 2026 in Review

Bellevue Group held its Apple (AAPL) position steady in Q1 2026 at 3,320 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #94.

Bellevue Group first reported a position in AAPL in Q1 2024 and has held it in 5 quarters since. The position peaked at $903K in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bellevue Group held 3,320 shares of Apple worth $843K as of Q1 2026.
  • Bellevue Group left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.02% of Bellevue Group's portfolio in Q1 2026, its #94 holding.
  • Bellevue Group first reported a position in Apple in Q1 2024 and has held it in 5 quarters since.
  • Bellevue Group's Apple position peaked at $903K in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.