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BIP Wealth’s Apple AAPL Stock Holding History

BIP 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 		$35M Buy
121,031
+26,397
+28% +$7.55M 0.99% 19
2026
Q1 		$24M Sell
94,634
-12,586
-12% -$3.28M 0.98% 17
2025
Q4 		$29.1M Buy
107,220
+30,427
+40% +$8.17M 1.03% 16
2025
Q3 		$19.6M Buy
76,793
+15,177
+25% +$3.43M 0.97% 22
2025
Q2 		$12.6M Buy
61,616
+992
+2% +$200K 0.78% 20
2025
Q1 		$13.5M Sell
60,624
-1,326
-2% -$307K 0.88% 18
2024
Q4 		$15.5M Sell
61,950
-672
-1% -$158K 1.04% 16
2024
Q3 		$14.6M Buy
62,622
+7,603
+14% +$1.7M 0.99% 16
2024
Q2 		$11.6M Sell
55,019
-8,447
-13% -$1.58M 0.95% 18
2024
Q1 		$10.9M Buy
63,466
+1,766
+3% +$321K 0.8% 18
2023
Q4 		$11.9M Buy
61,700
+3,225
+6% +$595K 0.93% 16
2023
Q3 		$10M Sell
58,475
-10,568
-15% -$1.94M 0.92% 16
2023
Q2 		$13.4M Buy
69,043
+3,110
+5% +$542K 1.1% 14
2023
Q1 		$10.9M Buy
+65,933
New +$9.73M 1.2% 17

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIP Wealth's AAPL Position: Q2 2026 in Review

BIP Wealth increased its Apple (AAPL) stake by 28% in Q2 2026, buying an estimated $7.55M and bringing the position to 121,031 shares worth $35M. The position accounts for 0.99% of the portfolio, ranked #19.

BIP Wealth first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BIP Wealth held 121,031 shares of Apple worth $35M as of Q2 2026.
  • BIP Wealth bought 26,397 Apple shares in Q2 2026, an estimated $7.55M.
  • Apple made up 0.99% of BIP Wealth's portfolio in Q2 2026, its #19 holding.
  • BIP Wealth first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.