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Bleakley Financial Group’s Apple AAPL Stock Holding History

Bleakley Financial Group’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 		$228M Buy
787,405
+69,672
+10% +$19.9M 2.9% 2
2026
Q1 		$182M Buy
717,733
+31,623
+5% +$8.23M 2.85% 3
2025
Q4 		$187M Buy
686,110
+67,530
+11% +$18.1M 3.24% 3
2025
Q3 		$158M Buy
618,580
+1,887
+0.3% +$426K 3.65% 3
2025
Q2 		$127M Buy
616,693
+15,426
+3% +$3.12M 3.21% 3
2025
Q1 		$134M Buy
601,267
+2,375
+0.4% +$550K 4.29% 3
2024
Q4 		$150M Sell
598,892
-419
-0.1% -$98.7K 4.51% 1
2024
Q3 		$140M Buy
599,311
+6,157
+1% +$1.37M 4.26% 2
2024
Q2 		$125M Sell
593,154
-24,428
-4% -$4.56M 3.61% 3
2024
Q1 		$106M Buy
617,582
+6,567
+1% +$1.19M 3.07% 3
2023
Q4 		$118M Buy
611,015
+17,249
+3% +$3.18M 3.74% 2
2023
Q3 		$102M Sell
593,766
-31,680
-5% -$5.81M 3.58% 3
2023
Q2 		$121M Sell
625,446
-35,389
-5% -$6.17M 3.79% 2
2023
Q1 		$109M Buy
660,835
+11,855
+2% +$1.75M 3.64% 3
2022
Q4 		$84.3M Buy
+648,980
New +$92.7M 3.02% 4

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

Bleakley Financial Group's AAPL Position: Q2 2026 in Review

Bleakley Financial Group increased its Apple (AAPL) stake by 9.7% in Q2 2026, buying an estimated $19.9M and bringing the position to 787,405 shares worth $228M. The position accounts for 2.9% of the portfolio, ranked #2.

Bleakley Financial Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bleakley Financial Group held 787,405 shares of Apple worth $228M as of Q2 2026.
  • Bleakley Financial Group bought 69,672 Apple shares in Q2 2026, an estimated $19.9M.
  • Apple made up 2.9% of Bleakley Financial Group's portfolio in Q2 2026, its #2 holding.
  • Bleakley Financial Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.