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Beverly Hills Private Wealth’s Apple AAPL Stock Holding History

Beverly Hills Private Wealth’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 		$23M Sell
79,542
-20,702
-21% -$5.92M 4.38% 1
2026
Q1 		$25.4M Buy
100,244
+984
+1% +$256K 4.24% 1
2025
Q4 		$27M Sell
99,260
-2,575
-3% -$691K 4.62% 1
2025
Q3 		$25.9M Sell
101,835
-4,778
-4% -$1.08M 4.57% 1
2025
Q2 		$21.9M Sell
106,613
-6,946
-6% -$1.4M 4.1% 2
2025
Q1 		$25.2M Sell
113,559
-1,788
-2% -$414K 4.99% 1
2024
Q4 		$28.9M Buy
115,347
+331
+0.3% +$78K 5.83% 1
2024
Q3 		$26.8M Sell
115,016
-1,609
-1% -$359K 5.42% 1
2024
Q2 		$24.6M Sell
116,625
-970
-0.8% -$181K 5.34% 1
2024
Q1 		$20.2M Sell
117,595
-6,219
-5% -$1.13M 4.66% 1
2023
Q4 		$23.8M Sell
123,814
-523
-0.4% -$96.6K 6.22% 1
2023
Q3 		$21.3M Sell
124,337
-67,837
-35% -$12.4M 6.33% 1
2023
Q2 		$35M Buy
192,174
+73,941
+63% +$12.9M 5.75% 1
2023
Q1 		$19.5M Buy
118,233
+32,281
+38% +$4.76M 6.05% 1
2022
Q4 		$11.2M Buy
+85,952
New +$12.3M 4.88% 1

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

Beverly Hills Private Wealth's AAPL Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Apple (AAPL) stake by 21% in Q2 2026, selling an estimated $5.92M and leaving 79,542 shares worth $23M. The position accounts for 4.38% of the portfolio, ranked #1.

Beverly Hills Private Wealth first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $35M in Q2 2023. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Beverly Hills Private Wealth held 79,542 shares of Apple worth $23M as of Q2 2026.
  • Beverly Hills Private Wealth sold 20,702 Apple shares in Q2 2026, an estimated $5.92M.
  • Apple made up 4.38% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Beverly Hills Private Wealth first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Apple position peaked at $35M in Q2 2023.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.