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
Q2 		$12.6M Buy
43,524
+7,606
+21% +$2.18M 0.02% 123
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 $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

Betterment LLC's AAPL Position: Q2 2026 in Review

Betterment LLC increased its Apple (AAPL) stake by 21% in Q2 2026, buying an estimated $2.18M and bringing the position to 43,524 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #123.

Betterment LLC first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Betterment LLC held 43,524 shares of Apple worth $12.6M as of Q2 2026.
  • Betterment LLC bought 7,606 Apple shares in Q2 2026, an estimated $2.18M.
  • Apple made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #123 holding.
  • Betterment LLC first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.