Berkshire Money 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 | $7.94M | Buy |
27,427
+244
| +0.9% | +$69.8K | 0.73% | 23 |
|
|
2026
Q1 | $6.9M | Buy |
27,183
+233
| +0.9% | +$60.6K | 0.71% | 24 |
|
|
2025
Q4 | $7.33M | Buy |
26,950
+3,004
| +13% | +$806K | 0.7% | 19 |
|
|
2025
Q3 | $6.1M | Buy |
23,946
+572
| +2% | +$129K | 0.63% | 22 |
|
|
2025
Q2 | $4.8M | Buy |
23,374
+106
| +0.5% | +$21.4K | 0.5% | 22 |
|
|
2025
Q1 | $5.17M | Buy |
23,268
+135
| +0.6% | +$31.3K | 0.58% | 22 |
|
|
2024
Q4 | $5.79M | Buy |
23,133
+2,646
| +13% | +$624K | 0.63% | 19 |
|
|
2024
Q3 | $4.77M | Sell |
20,487
-252
| -1% | -$56.3K | 0.55% | 19 |
|
|
2024
Q2 | $4.37M | Sell |
20,739
-5,904
| -22% | -$1.1M | 0.53% | 19 |
|
|
2024
Q1 | $4.57M | Buy |
26,643
+5,735
| +27% | +$1.04M | 0.55% | 18 |
|
|
2023
Q4 | $4.03M | Buy |
20,908
+612
| +3% | +$113K | 0.54% | 22 |
|
|
2023
Q3 | $3.47M | Sell |
20,296
-983
| -5% | -$180K | 0.53% | 23 |
|
|
2023
Q2 | $4.13M | Sell |
21,279
-562
| -3% | -$97.9K | 0.6% | 25 |
|
|
2023
Q1 | $3.6M | Buy |
21,841
+634
| +3% | +$93.5K | 0.55% | 29 |
|
|
2022
Q4 | $2.76M | Sell |
21,207
-1,187
| -5% | -$170K | 0.44% | 25 |
|
|
2022
Q3 | $3.1M | Sell |
22,394
-2,919
| -12% | -$458K | 0.53% | 26 |
|
|
2022
Q2 | $3.46M | Buy |
25,313
+4,586
| +22% | +$695K | 0.57% | 27 |
|
|
2022
Q1 | $3.62M | Sell |
20,727
-974
| -4% | -$164K | 0.52% | 19 |
|
|
2021
Q4 | $3.85M | Buy |
21,701
+27
| +0.1% | +$4.27K | 0.56% | 18 |
|
|
2021
Q3 | $3.07M | Sell |
21,674
-743
| -3% | -$109K | 0.49% | 18 |
|
|
2021
Q2 | $3.07M | Sell |
22,417
-421
| -2% | -$54.5K | 0.49% | 20 |
|
|
2021
Q1 | $2.79M | Buy |
22,838
+2,187
| +11% | +$281K | 0.49% | 21 |
|
|
2020
Q4 | $2.74M | Buy |
20,651
+143
| +0.7% | +$17.2K | 0.51% | 19 |
|
|
2020
Q3 | $2.38M | Buy |
20,508
+528
| +3% | +$57.6K | 0.49% | 17 |
|
|
2020
Q2 | $1.82M | Sell |
19,980
-3,944
| -16% | -$306K | 0.4% | 23 |
|
|
2020
Q1 | $1.52M | Sell |
23,924
-1,244
| -5% | -$91.5K | 0.37% | 20 |
|
|
2019
Q4 | $1.85M | Buy |
25,168
+3,068
| +14% | +$197K | 0.36% | 18 |
|
|
2019
Q3 | $1.24M | Buy |
22,100
+648
| +3% | +$33.9K | 0.26% | 19 |
|
|
2019
Q2 | $1.06M | Buy |
21,452
+604
| +3% | +$29.4K | 0.22% | 19 |
|
|
2019
Q1 | $990K | Sell |
20,848
-556
| -3% | -$23.6K | 0.22% | 18 |
|
|
2018
Q4 | $844K | Buy |
21,404
+1,640
| +8% | +$79.5K | 0.21% | 18 |
|
|
2018
Q3 | $1.11M | Buy |
19,764
+5,420
| +38% | +$282K | 0.25% | 12 |
|
|
2018
Q2 | $674K | Buy |
14,344
+4
| +0% | +$181 | 0.16% | 17 |
|
|
2018
Q1 | $601K | Buy |
14,340
+8,400
| +141% | +$362K | 0.15% | 21 |
|
|
2017
Q4 | $251K | Hold |
5,940
| – | – | 0.06% | 23 |
|
|
2017
Q3 | $251K | Buy |
+5,940
| New | +$230K | 0.07% | 22 |
|
|
2016
Q3 | – | Sell |
-13,052
| Closed | -$312K | – | 25 |
|
|
2016
Q2 | $312K | Buy |
13,052
+1,996
| +18% | +$49.6K | 0.11% | 22 |
|
|
2016
Q1 | $301K | Buy |
+11,056
| New | +$275K | 0.09% | 19 |
|
Other funds holding AAPL
Berkshire Money Management's AAPL Position: Q2 2026 in Review
Berkshire Money Management increased its Apple (AAPL) stake by 0.9% in Q2 2026, buying an estimated $69.8K and bringing the position to 27,427 shares worth $7.94M. The position accounts for 0.73% of the portfolio, ranked #23.
Berkshire Money Management first reported a position in AAPL in Q1 2016 and has held it in 38 quarters since. 3,189 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Berkshire Money Management held 27,427 shares of Apple worth $7.94M as of Q2 2026.
- Berkshire Money Management bought 244 Apple shares in Q2 2026, an estimated $69.8K.
- Apple made up 0.73% of Berkshire Money Management's portfolio in Q2 2026, its #23 holding.
- Berkshire Money Management first reported a position in Apple in Q1 2016 and has held it in 38 quarters since.
- 3,189 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.