Belpointe Asset Management’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 | $74.4M | Sell |
256,991
-1,577
| -0.6% | -$451K | 2.43% | 4 |
|
|
2026
Q1 | $65.6M | Buy |
258,568
+6,864
| +3% | +$1.79M | 2.4% | 3 |
|
|
2025
Q4 | $68.4M | Buy |
251,704
+4,366
| +2% | +$1.17M | 2.47% | 5 |
|
|
2025
Q3 | $63M | Sell |
247,338
-3,460
| -1% | -$782K | 2.41% | 5 |
|
|
2025
Q2 | $51.5M | Sell |
250,798
-64,110
| -20% | -$12.9M | 2.14% | 5 |
|
|
2025
Q1 | $70M | Sell |
314,908
-48,918
| -13% | -$11.3M | 3.64% | 2 |
|
|
2024
Q4 | $83.4M | Buy |
363,826
+21,631
| +6% | +$5.1M | 5.02% | 1 |
|
|
2024
Q3 | $79.7M | Sell |
342,195
-20,527
| -6% | -$4.58M | 4.78% | 1 |
|
|
2024
Q2 | $76.4M | Buy |
362,722
+4,089
| +1% | +$763K | 5.33% | 1 |
|
|
2024
Q1 | $61.5M | Buy |
358,633
+68,720
| +24% | +$12.5M | 4.61% | 1 |
|
|
2023
Q4 | $55.8M | Sell |
289,913
-27,158
| -9% | -$5.01M | 4.9% | 2 |
|
|
2023
Q3 | $54.3M | Buy |
317,071
+46,123
| +17% | +$8.46M | 5.62% | 2 |
|
|
2023
Q2 | $52.6M | Sell |
270,948
-374,370
| -58% | -$65.2M | 5.56% | 2 |
|
|
2023
Q1 | $106M | Buy |
645,318
+102,708
| +19% | +$15.2M | 5.74% | 1 |
|
|
2022
Q4 | $70.5M | Sell |
542,610
-9,858
| -2% | -$1.41M | 4.26% | 1 |
|
|
2022
Q3 | $75.9M | Buy |
552,468
+29,990
| +6% | +$4.71M | 5.13% | 1 |
|
|
2022
Q2 | $71M | Buy |
522,478
+7,152
| +1% | +$1.08M | 4.76% | 1 |
|
|
2022
Q1 | $90M | Buy |
515,326
+24,478
| +5% | +$4.12M | 5.45% | 1 |
|
|
2021
Q4 | $87.1M | Buy |
490,848
+5,692
| +1% | +$900K | 5.43% | 1 |
|
|
2021
Q3 | $68.6M | Sell |
485,156
-15,627
| -3% | -$2.3M | 4.68% | 1 |
|
|
2021
Q2 | $68.4M | Buy |
500,783
+4,120
| +0.8% | +$534K | 4.92% | 1 |
|
|
2021
Q1 | $60.5M | Sell |
496,663
-24,649
| -5% | -$3.16M | 5.18% | 1 |
|
|
2020
Q4 | $69.2M | Buy |
521,312
+29,809
| +6% | +$3.59M | 6.21% | 1 |
|
|
2020
Q3 | $56.9M | Buy |
491,503
+20,535
| +4% | +$2.24M | 6.33% | 1 |
|
|
2020
Q2 | $43M | Sell |
470,968
-16,968
| -3% | -$1.31M | 5.56% | 1 |
|
|
2020
Q1 | $31M | Sell |
487,936
-1,000
| -0.2% | -$73.5K | 5.43% | 1 |
|
|
2019
Q4 | $34.4M | Buy |
488,936
+194,080
| +66% | +$12.5M | 4.36% | 1 |
|
|
2019
Q3 | $16.5M | Buy |
294,856
+69,488
| +31% | +$3.63M | 2.67% | 3 |
|
|
2019
Q2 | $11.2M | Sell |
225,368
-127,524
| -36% | -$6.21M | 2.19% | 4 |
|
|
2019
Q1 | $16.8M | Buy |
352,892
+164,320
| +87% | +$6.97M | 3.27% | 4 |
|
|
2018
Q4 | $7.44M | Sell |
188,572
-183,668
| -49% | -$8.9M | 1.88% | 6 |
|
|
2018
Q3 | $21M | Buy |
372,240
+205,292
| +123% | +$10.7M | 3.32% | 3 |
|
|
2018
Q2 | $7.73M | Buy |
166,948
+14,788
| +10% | +$671K | 2.16% | 4 |
|
|
2018
Q1 | $6.38M | Sell |
152,160
-157,808
| -51% | -$6.79M | 1.86% | 6 |
|
|
2017
Q4 | $13.1M | Buy |
309,968
+29,096
| +10% | +$1.22M | 2.87% | 3 |
|
|
2017
Q3 | $10.8M | Buy |
+280,872
| New | +$10.9M | 2.53% | 3 |
|
Other funds holding AAPL
Belpointe Asset Management's AAPL Position: Q2 2026 in Review
Belpointe Asset Management reduced its Apple (AAPL) stake by 0.61% in Q2 2026, selling an estimated $451K and leaving 256,991 shares worth $74.4M. The position accounts for 2.43% of the portfolio, ranked #4.
Belpointe Asset Management first reported a position in AAPL in Q3 2017 and has held it in 36 quarters since. The position peaked at $106M in Q1 2023. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Belpointe Asset Management held 256,991 shares of Apple worth $74.4M as of Q2 2026.
- Belpointe Asset Management sold 1,577 Apple shares in Q2 2026, an estimated $451K.
- Apple made up 2.43% of Belpointe Asset Management's portfolio in Q2 2026, its #4 holding.
- Belpointe Asset Management first reported a position in Apple in Q3 2017 and has held it in 36 quarters since.
- Belpointe Asset Management's Apple position peaked at $106M in Q1 2023.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.