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Bernard Wealth Management’s Apple AAPL Stock Holding History

Bernard 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 		$21.5M Sell
84,762
-1,173
-1% -$305K 9.18% 3
2025
Q4 		$23.4M Sell
85,935
-381
-0.4% -$102K 9.48% 3
2025
Q3 		$22M Sell
86,316
-1,124
-1% -$254K 9.18% 3
2025
Q2 		$17.9M Sell
87,440
-4,524
-5% -$914K 8.31% 3
2025
Q1 		$20.4M Sell
91,964
-814
-0.9% -$189K 9.97% 3
2024
Q4 		$23.2M Buy
+92,778
New +$21.9M 10.93% 3

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

Bernard Wealth Management's AAPL Position: Q1 2026 in Review

Bernard Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $305K and leaving 84,762 shares worth $21.5M. The position accounts for 9.18% of the portfolio, ranked #3.

Bernard Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.4M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bernard Wealth Management held 84,762 shares of Apple worth $21.5M as of Q1 2026.
  • Bernard Wealth Management sold 1,173 Apple shares in Q1 2026, an estimated $305K.
  • Apple made up 9.18% of Bernard Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Bernard Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Apple position peaked at $23.4M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.