BWM
AAPL icon

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
Q2 		$24.1M Sell
83,448
-1,314
-2% -$376K 8.9% 3
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 $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

Bernard Wealth Management's AAPL Position: Q2 2026 in Review

Bernard Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $376K and leaving 83,448 shares worth $24.1M. The position accounts for 8.9% of the portfolio, ranked #3.

Bernard Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bernard Wealth Management held 83,448 shares of Apple worth $24.1M as of Q2 2026.
  • Bernard Wealth Management sold 1,314 Apple shares in Q2 2026, an estimated $376K.
  • Apple made up 8.9% of Bernard Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Bernard Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.