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BNC Wealth Management’s Apple AAPL Stock Holding History

BNC 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 		$17.9M Sell
70,525
-6,723
-9% -$1.75M 4.97% 3
2025
Q4 		$21M Sell
77,248
-4,646
-6% -$1.25M 5.39% 4
2025
Q3 		$20.9M Sell
81,894
-3,223
-4% -$728K 5.26% 3
2025
Q2 		$17.5M Sell
85,117
-2,717
-3% -$549K 5.18% 4
2025
Q1 		$19.5M Sell
87,834
-1,604
-2% -$372K 7.03% 3
2024
Q4 		$22.4M Sell
89,438
-1,063
-1% -$251K 7.37% 2
2024
Q3 		$21.1M Buy
90,501
+295
+0.3% +$65.9K 7.77% 2
2024
Q2 		$19M Buy
90,206
+2,743
+3% +$512K 7.06% 2
2024
Q1 		$15M Buy
87,463
+3,370
+4% +$613K 6.42% 2
2023
Q4 		$16.2M Buy
84,093
+132
+0.2% +$24.4K 7.65% 1
2023
Q3 		$14.4M Buy
83,961
+543
+0.7% +$99.6K 7.71% 1
2023
Q2 		$16.2M Sell
83,418
-6,569
-7% -$1.14M 8.59% 1
2023
Q1 		$14.8M Sell
89,987
-4,782
-5% -$706K 8.28% 1
2022
Q4 		$12.3M Sell
94,769
-2,176
-2% -$311K 7.28% 1
2022
Q3 		$13.4M Sell
96,945
-4,401
-4% -$691K 8.1% 1
2022
Q2 		$13.9M Buy
101,346
+2,143
+2% +$325K 7.24% 1
2022
Q1 		$17.3M Sell
99,203
-7,569
-7% -$1.27M 8.54% 1
2021
Q4 		$19M Buy
106,772
+7,946
+8% +$1.26M 8.97% 1
2021
Q3 		$14M Buy
98,826
+2,066
+2% +$304K 8.29% 1
2021
Q2 		$13.3M Buy
96,760
+640
+0.7% +$82.9K 8.03% 1
2021
Q1 		$11.7M Buy
96,120
+5,138
+6% +$660K 8.34% 1
2020
Q4 		$12.1M Buy
90,982
+3,695
+4% +$444K 7.63% 1
2020
Q3 		$10.1M Buy
+87,287
New +$9.52M 7.11% 1

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

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

BNC Wealth Management reduced its Apple (AAPL) stake by 8.7% in Q1 2026, selling an estimated $1.75M and leaving 70,525 shares worth $17.9M. The position accounts for 4.97% of the portfolio, ranked #3.

BNC Wealth Management first reported a position in AAPL in Q3 2020 and has held it in 23 quarters since. The position peaked at $22.4M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • BNC Wealth Management held 70,525 shares of Apple worth $17.9M as of Q1 2026.
  • BNC Wealth Management sold 6,723 Apple shares in Q1 2026, an estimated $1.75M.
  • Apple made up 4.97% of BNC Wealth Management's portfolio in Q1 2026, its #3 holding.
  • BNC Wealth Management first reported a position in Apple in Q3 2020 and has held it in 23 quarters since.
  • BNC Wealth Management's Apple position peaked at $22.4M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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