BKM Wealth Management’s Apple AAPL Stock Holding History

BKM Wealth Management’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	$11.8M	Buy	46,324 +1,305	+3%	+$340K	4.29%	3
2025 Q4	$12.2M	Sell	45,019 -1,834	-4%	-$492K	4.47%	4
2025 Q3	$11.9M	Sell	46,853 -3,484	-7%	-$787K	4.4%	3
2025 Q2	$10.3M	Sell	50,337 -862	-2%	-$174K	4.03%	5
2025 Q1	$11.4M	Buy	51,199 +1,310	+3%	+$303K	4.68%	2
2024 Q4	$12.5M	Buy	49,889 +4,473	+10%	+$1.05M	5.13%	1
2024 Q3	$10.6M	Buy	45,416 +22,502	+98%	+$5.03M	4.3%	3
2024 Q2	$4.83M	Sell	22,914 -22,092	-49%	-$4.12M	2.32%	6
2024 Q1	$7.72M	Buy	45,006 +1,143	+3%	+$208K	3.32%	6
2023 Q4	$8.45M	Buy	+43,863	New	+$8.1M	3.6%	5

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BKM Wealth Management's AAPL Position: Q1 2026 in Review

BKM Wealth Management increased its Apple (AAPL) stake by 2.9% in Q1 2026, buying an estimated $340K and bringing the position to 46,324 shares worth $11.8M. The position accounts for 4.29% of the portfolio, ranked #3.

BKM Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.5M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

BKM Wealth Management held 46,324 shares of Apple worth $11.8M as of Q1 2026.
BKM Wealth Management bought 1,305 Apple shares in Q1 2026, an estimated $340K.
Apple made up 4.29% of BKM Wealth Management's portfolio in Q1 2026, its #3 holding.
BKM Wealth Management first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Apple position peaked at $12.5M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.