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Belpointe Asset Management’s Apple AAPL Stock Holding History

Belpointe 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
2019
Q4 		– Sell
-69,384
Closed -$3.51M – 781
2019
Q3 		$3.51M Buy
+69,384
New +$3.63M 0.57% 32

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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.