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
2023 Q1	–	Sell	-100	Closed	-$13	–	659
2022 Q4	$13	Hold	100	–	–	﹤0.01%	686
2022 Q3	$14K	Hold	100	–	–	0.01%	339
2022 Q2	$14K	Hold	100	–	–	﹤0.01%	346
2022 Q1	$17K	Buy	+100	New	+$16.8K	﹤0.01%	342
2021 Q2	–	Sell	-2	Closed	-$4K	–	178
2021 Q1	$4K	Buy	+2	New	+$257	﹤0.01%	154
2018 Q2	–	Sell	-16	Closed	-$8K	–	219
2018 Q1	$8K	Buy	16 +4	+33%	+$172	﹤0.01%	180
2017 Q4	$2K	Buy	12 +8	+200%	+$334	﹤0.01%	212
2017 Q3	$6K	Buy	+4	New	+$155	﹤0.01%	194

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

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. 6,074 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.
6,074 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.