Bernicke Wealth Management’s Apple AAPL Stock Holding History

Bernicke 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	$10.9M	Sell	37,624 -450	-1%	-$129K	1.26%	11
2026 Q1	$9.66M	Sell	38,074 -595	-2%	-$155K	1.25%	10
2025 Q4	$10.5M	Buy	+38,669	New	+$10.4M	1.35%	10

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Bernicke Wealth Management reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $129K and leaving 37,624 shares worth $10.9M. The position accounts for 1.26% of the portfolio, ranked #11.

Bernicke Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 5,345 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Bernicke Wealth Management held 37,624 shares of Apple worth $10.9M as of Q2 2026.
Bernicke Wealth Management sold 450 Apple shares in Q2 2026, an estimated $129K.
Apple made up 1.26% of Bernicke Wealth Management's portfolio in Q2 2026, its #11 holding.
Bernicke Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
5,345 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.