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Bellwether Advisors’s Apple AAPL Stock Holding History

Bellwether 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
Q2 		$2.17M Sell
7,490
-2,904
-28% -$831K 0.32% 72
2026
Q1 		$2.64M Sell
10,394
-416
-4% -$108K 0.45% 55
2025
Q4 		$2.94M Buy
+10,810
New +$2.9M 0.47% 44
2025
Q3 		– Sell
-9,799
Closed -$2.01M – 138
2025
Q2 		$2.01M Buy
9,799
+506
+5% +$102K 0.34% 55
2025
Q1 		$2.06M Buy
9,293
+12
+0.1% +$2.78K 0.43% 44
2024
Q4 		$2.32M Buy
9,281
+871
+10% +$205K 0.42% 39
2024
Q3 		$1.96M Sell
8,410
-15,939
-65% -$3.56M 0.38% 48
2024
Q2 		$5.13M Buy
24,349
+19,352
+387% +$3.61M 1.08% 23
2024
Q1 		$857K Sell
4,997
-152
-3% -$27.6K 0.19% 78
2023
Q4 		$991K Buy
5,149
+25
+0.5% +$4.62K 0.24% 64
2023
Q3 		$877K Buy
5,124
+640
+14% +$117K 0.24% 69
2023
Q2 		$870K Buy
4,484
+1,228
+38% +$214K 0.26% 51
2023
Q1 		$537K Buy
3,256
+398
+14% +$58.7K 0.15% 88
2022
Q4 		$371K Sell
2,858
-395
-12% -$56.5K 0.11% 101
2022
Q3 		$449K Buy
3,253
+780
+32% +$122K 0.15% 75
2022
Q2 		$338K Sell
2,473
-12
-0.5% -$1.82K 0.11% 97
2022
Q1 		$433K Sell
2,485
-591
-19% -$99.4K 0.13% 114
2021
Q4 		$546K Buy
3,076
+40
+1% +$6.32K 0.17% 85
2021
Q3 		$429K Buy
3,036
+738
+32% +$109K 0.14% 115
2021
Q2 		$314K Sell
2,298
-440
-16% -$57K 0.11% 112
2021
Q1 		$334K Buy
2,738
+400
+17% +$51.3K 0.13% 90
2020
Q4 		$310K Buy
+2,338
New +$281K 0.14% 93

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

Bellwether Advisors's AAPL Position: Q2 2026 in Review

Bellwether Advisors reduced its Apple (AAPL) stake by 28% in Q2 2026, selling an estimated $831K and leaving 7,490 shares worth $2.17M. The position accounts for 0.32% of the portfolio, ranked #72.

Bellwether Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.13M in Q2 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bellwether Advisors held 7,490 shares of Apple worth $2.17M as of Q2 2026.
  • Bellwether Advisors sold 2,904 Apple shares in Q2 2026, an estimated $831K.
  • Apple made up 0.32% of Bellwether Advisors's portfolio in Q2 2026, its #72 holding.
  • Bellwether Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's Apple position peaked at $5.13M in Q2 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.