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Blue Bell Private Wealth Management’s Apple AAPL Stock Holding History

Blue Bell Private 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 		$7.38M Buy
29,074
+886
+3% +$231K 1.06% 17
2025
Q4 		$7.66M Buy
28,188
+847
+3% +$227K 1.12% 15
2025
Q3 		$6.96M Sell
27,341
-1,075
-4% -$243K 1.06% 14
2025
Q2 		$5.83M Buy
28,416
+8,782
+45% +$1.77M 0.97% 16
2025
Q1 		$4.36M Sell
19,634
-559
-3% -$130K 0.83% 18
2024
Q4 		$5.06M Sell
20,193
-130
-0.6% -$30.6K 0.96% 15
2024
Q3 		$4.74M Buy
20,323
+677
+3% +$151K 0.9% 17
2024
Q2 		$4.14M Buy
19,646
+94
+0.5% +$17.5K 0.85% 19
2024
Q1 		$3.35M Buy
19,552
+186
+1% +$33.8K 0.72% 25
2023
Q4 		$3.73M Buy
19,366
+3,006
+18% +$555K 0.89% 17
2023
Q3 		$2.8M Sell
16,360
-1,002
-6% -$184K 0.75% 24
2023
Q2 		$3.37M Buy
17,362
+3,412
+24% +$595K 0.89% 20
2023
Q1 		$2.3M Sell
13,950
-982
-7% -$145K 0.69% 21
2022
Q4 		$1.94M Sell
14,932
-920
-6% -$131K 0.64% 23
2022
Q3 		$2.19M Sell
15,852
-403
-2% -$63.3K 0.78% 19
2022
Q2 		$2.22M Buy
16,255
+1,398
+9% +$212K 0.75% 19
2022
Q1 		$2.59M Buy
14,857
+1,141
+8% +$192K 0.74% 18
2021
Q4 		$2.44M Buy
+13,716
New +$2.17M 0.64% 23
2016
Q4 		– Sell
-74,724
Closed -$2.11M – 268
2016
Q3 		$2.11M Sell
74,724
-3,720
-5% -$98.5K 1.23% 17
2016
Q2 		$1.88M Sell
78,444
-840
-1% -$20.9K 1.21% 15
2016
Q1 		$2.16M Buy
79,284
+4,884
+7% +$122K 1.47% 14
2015
Q4 		$1.96M Sell
74,400
-6,320
-8% -$181K 1.33% 16
2015
Q3 		$2.23M Buy
80,720
+2,920
+4% +$85.6K 1.53% 12
2015
Q2 		$2.44M Buy
+77,800
New +$2.49M 1.47% 12
2014
Q2 		– Sell
-86,408
Closed -$1.66M – 404
2014
Q1 		$1.66M Buy
86,408
+72,800
+535% +$1.38M 1.12% 15
2013
Q4 		$273K Buy
+13,608
New +$257K 0.21% 71

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Bell Private Wealth Management's AAPL Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Apple (AAPL) stake by 3.1% in Q1 2026, buying an estimated $231K and bringing the position to 29,074 shares worth $7.38M. The position accounts for 1.06% of the portfolio, ranked #17.

Blue Bell Private Wealth Management first reported a position in AAPL in Q4 2013 and has held it in 26 quarters since. The position peaked at $7.66M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Blue Bell Private Wealth Management held 29,074 shares of Apple worth $7.38M as of Q1 2026.
  • Blue Bell Private Wealth Management bought 886 Apple shares in Q1 2026, an estimated $231K.
  • Apple made up 1.06% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Blue Bell Private Wealth Management first reported a position in Apple in Q4 2013 and has held it in 26 quarters since.
  • Blue Bell Private Wealth Management's Apple position peaked at $7.66M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.