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Bennett Associates Wealth Management’s Apple AAPL Stock Holding History

Bennett Associates Wealth 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
2026
Q2 		$1.37M Buy
4,749
+1,301
+38% +$372K 0.85% 19
2026
Q1 		$875K Buy
3,448
+568
+20% +$148K 0.59% 23
2025
Q4 		$783K Buy
2,880
+1,174
+69% +$315K 0.54% 24
2025
Q3 		$434K Sell
1,706
-55
-3% -$12.4K 0.32% 31
2025
Q2 		$361K Buy
1,761
+228
+15% +$46K 0.28% 34
2025
Q1 		$341K Sell
1,533
-2
-0.1% -$463 0.28% 33
2024
Q4 		$384K Buy
+1,535
New +$362K 0.32% 31
2024
Q2 		– Sell
-1,917
Closed -$329K – 42
2024
Q1 		$329K Buy
+1,917
New +$349K 0.3% 35

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

Bennett Associates Wealth Management's AAPL Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its Apple (AAPL) stake by 38% in Q2 2026, buying an estimated $372K and bringing the position to 4,749 shares worth $1.37M. The position accounts for 0.85% of the portfolio, ranked #19.

Bennett Associates Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 8 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bennett Associates Wealth Management held 4,749 shares of Apple worth $1.37M as of Q2 2026.
  • Bennett Associates Wealth Management bought 1,301 Apple shares in Q2 2026, an estimated $372K.
  • Apple made up 0.85% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Bennett Associates Wealth Management first reported a position in Apple in Q1 2024 and has held it in 8 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.