BHK Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.41M | Buy |
25,258
+85
| +0.3% | +$22.1K | 2.14% | 9 |
|
|
2025
Q4 | $6.84M | Buy |
25,173
+1,751
| +7% | +$470K | 2.25% | 8 |
|
|
2025
Q3 | $5.96M | Sell |
23,422
-100
| -0.4% | -$22.6K | 2.23% | 10 |
|
|
2025
Q2 | $4.83M | Buy |
23,522
+71
| +0.3% | +$14.3K | 1.89% | 11 |
|
|
2025
Q1 | $5.21M | Sell |
23,451
-13,118
| -36% | -$3.04M | 2.2% | 10 |
|
|
2024
Q4 | $9.16M | Sell |
36,569
-2,436
| -6% | -$574K | 3.44% | 8 |
|
|
2024
Q3 | $9.09M | Sell |
39,005
-1,583
| -4% | -$354K | 3.39% | 8 |
|
|
2024
Q2 | $8.55M | Sell |
40,588
-2,211
| -5% | -$412K | 3.35% | 8 |
|
|
2024
Q1 | $7.34M | Buy |
42,799
+1,490
| +4% | +$271K | 2.82% | 8 |
|
|
2023
Q4 | $7.95M | Sell |
41,309
-2,991
| -7% | -$552K | 4.56% | 8 |
|
|
2023
Q3 | $7.58M | Sell |
44,300
-1,092
| -2% | -$200K | 3.49% | 8 |
|
|
2023
Q2 | $8.8M | Sell |
45,392
-3,045
| -6% | -$531K | 3.77% | 8 |
|
|
2023
Q1 | $7.99M | Buy |
48,437
+1,292
| +3% | +$191K | 3.49% | 8 |
|
|
2022
Q4 | $6.13M | Buy |
47,145
+12,642
| +37% | +$1.81M | 3.45% | 8 |
|
|
2022
Q3 | $4.77M | Sell |
34,503
-13,773
| -29% | -$2.16M | 2.39% | 10 |
|
|
2022
Q2 | $6.6M | Buy |
48,276
+4,342
| +10% | +$658K | 2.97% | 8 |
|
|
2022
Q1 | $7.67M | Sell |
43,934
-420
| -0.9% | -$70.6K | 3.21% | 8 |
|
|
2021
Q4 | $7.88M | Sell |
44,354
-185
| -0.4% | -$29.2K | 3.11% | 8 |
|
|
2021
Q3 | $6.3M | Sell |
44,539
-2,325
| -5% | -$342K | 2.6% | 8 |
|
|
2021
Q2 | $6.42M | Sell |
46,864
-1,076
| -2% | -$139K | 2.62% | 10 |
|
|
2021
Q1 | $6.36M | Hold |
47,940
| – | – | 2.95% | 8 |
|
|
2020
Q4 | $6.36M | Buy |
47,940
+2,150
| +5% | +$259K | 2.97% | 8 |
|
|
2020
Q3 | $5.3M | Sell |
45,790
-4,222
| -8% | -$461K | 2.98% | 10 |
|
|
2020
Q2 | $4.56M | Sell |
50,012
-3,096
| -6% | -$240K | 2.69% | 12 |
|
|
2020
Q1 | $3.38M | Buy |
53,108
+1,108
| +2% | +$81.5K | 2.4% | 14 |
|
|
2019
Q4 | $3.82M | Sell |
52,000
-19,576
| -27% | -$1.26M | 2.17% | 13 |
|
|
2019
Q3 | $4.01M | Sell |
71,576
-4,428
| -6% | -$232K | 2.31% | 13 |
|
|
2019
Q2 | $3.76M | Sell |
76,004
-2,592
| -3% | -$126K | 2.14% | 13 |
|
|
2019
Q1 | $3.73M | Buy |
78,596
+16,204
| +26% | +$687K | 2.26% | 14 |
|
|
2018
Q4 | $2.46M | Buy |
62,392
+6,688
| +12% | +$324K | 1.85% | 15 |
|
|
2018
Q3 | $3.14M | Buy |
55,704
+2,732
| +5% | +$142K | 2.12% | 14 |
|
|
2018
Q2 | $2.45M | Buy |
52,972
+2,968
| +6% | +$135K | 1.7% | 15 |
|
|
2018
Q1 | $2.1M | Buy |
50,004
+16,688
| +50% | +$718K | 1.55% | 15 |
|
|
2017
Q4 | $1.41M | Buy |
+33,316
| New | +$1.39M | 1.19% | 17 |
|
Other funds holding AAPL
VCM
VPM
BHK Investment Advisors's AAPL Position: Q1 2026 in Review
BHK Investment Advisors increased its Apple (AAPL) stake by 0.34% in Q1 2026, buying an estimated $22.1K and bringing the position to 25,258 shares worth $6.41M. The position accounts for 2.14% of the portfolio, ranked #9.
BHK Investment Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.16M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- BHK Investment Advisors held 25,258 shares of Apple worth $6.41M as of Q1 2026.
- BHK Investment Advisors bought 85 Apple shares in Q1 2026, an estimated $22.1K.
- Apple made up 2.14% of BHK Investment Advisors's portfolio in Q1 2026, its #9 holding.
- BHK Investment Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- BHK Investment Advisors's Apple position peaked at $9.16M in Q4 2024.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.