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Benchmark Investment Advisors’s Apple AAPL Stock Holding History

Benchmark Investment 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 		$2.93M Sell
10,116
-666
-6% -$191K 1.28% 28
2026
Q1 		$2.74M Buy
+10,782
New +$2.81M 1.59% 27
2025
Q3 		$2.71M Buy
+10,652
New +$2.41M 1.58% 22
2025
Q1 		$3.73M Sell
16,791
-3,623
-18% -$839K 2.42% 11
2024
Q4 		$5.11M Sell
20,414
-639
-3% -$151K 3.33% 5
2024
Q3 		$4.91M Sell
21,053
-269
-1% -$60.1K 3.5% 3
2024
Q2 		$4.49M Sell
21,322
-16,792
-44% -$3.13M 3.25% 4
2024
Q1 		$6.54M Sell
38,114
-1,086
-3% -$197K 5.16% 2
2023
Q4 		$7.55M Sell
39,200
-60
-0.2% -$11.1K 6.99% 2
2023
Q3 		$6.72M Sell
39,260
-451
-1% -$82.7K 6.79% 2
2023
Q2 		$7.7M Buy
39,711
+1,843
+5% +$321K 7.1% 2
2023
Q1 		$6.24M Sell
37,868
-13,214
-26% -$1.95M 6.41% 2
2022
Q4 		$6.64M Sell
51,082
-867
-2% -$124K 7.01% 1
2022
Q3 		$7.18M Sell
51,949
-773
-1% -$121K 7.73% 1
2022
Q2 		$7.21M Sell
52,722
-3,477
-6% -$527K 7.52% 1
2022
Q1 		$9.81M Sell
56,199
-1,214
-2% -$204K 7.38% 1
2021
Q4 		$10.2M Buy
+57,413
New +$9.07M 8.4% 1

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

Benchmark Investment Advisors's AAPL Position: Q2 2026 in Review

Benchmark Investment Advisors reduced its Apple (AAPL) stake by 6.2% in Q2 2026, selling an estimated $191K and leaving 10,116 shares worth $2.93M. The position accounts for 1.28% of the portfolio, ranked #28.

Benchmark Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.2M in Q4 2021. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Benchmark Investment Advisors held 10,116 shares of Apple worth $2.93M as of Q2 2026.
  • Benchmark Investment Advisors sold 666 Apple shares in Q2 2026, an estimated $191K.
  • Apple made up 1.28% of Benchmark Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Benchmark Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • Benchmark Investment Advisors's Apple position peaked at $10.2M in Q4 2021.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.