Betterment LLC
AAPL icon

Betterment LLC’s Apple AAPL Stock Holding History

Betterment LLC’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 		$9.12M Buy
35,918
+3,352
+10% +$872K 0.02% 141
2025
Q4 		$8.85M Buy
32,566
+2,510
+8% +$674K 0.02% 134
2025
Q3 		$7.65M Sell
30,056
-1,276
-4% -$288K 0.02% 137
2025
Q2 		$6.43M Buy
31,332
+1,339
+4% +$270K 0.01% 140
2025
Q1 		$6.66M Buy
29,993
+2,647
+10% +$613K 0.02% 131
2024
Q4 		$6.85M Buy
27,346
+86
+0.3% +$20.3K 0.02% 128
2024
Q3 		$6.35M Buy
27,260
+3,295
+14% +$736K 0.02% 124
2024
Q2 		$5.05M Buy
23,965
+1,342
+6% +$250K 0.01% 119
2024
Q1 		$3.88M Buy
22,623
+19,180
+557% +$3.49M 0.01% 110
2023
Q4 		$663K Buy
3,443
+85
+3% +$15.7K ﹤0.01% 211
2023
Q3 		$575K Buy
+3,358
New +$616K ﹤0.01% 207

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

Betterment LLC's AAPL Position: Q1 2026 in Review

Betterment LLC increased its Apple (AAPL) stake by 10% in Q1 2026, buying an estimated $872K and bringing the position to 35,918 shares worth $9.12M. The position accounts for 0.02% of the portfolio, ranked #141.

Betterment LLC first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Betterment LLC held 35,918 shares of Apple worth $9.12M as of Q1 2026.
  • Betterment LLC bought 3,352 Apple shares in Q1 2026, an estimated $872K.
  • Apple made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #141 holding.
  • Betterment LLC first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.