BAWM
AAPL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bennett Associates Wealth Management's AAPL Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Apple (AAPL) stake by 20% in Q1 2026, buying an estimated $148K and bringing the position to 3,448 shares worth $875K. The position accounts for 0.59% of the portfolio, ranked #23.

Bennett Associates Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 7 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bennett Associates Wealth Management held 3,448 shares of Apple worth $875K as of Q1 2026.
  • Bennett Associates Wealth Management bought 568 Apple shares in Q1 2026, an estimated $148K.
  • Apple made up 0.59% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Bennett Associates Wealth Management first reported a position in Apple in Q1 2024 and has held it in 7 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.