Bogart Wealth LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.3M | Buy |
134,963
+783
| +0.6% | +$204K | 1.32% | 18 |
|
|
2025
Q4 | $36.5M | Sell |
134,180
-12,675
| -9% | -$3.4M | 1.46% | 16 |
|
|
2025
Q3 | $37.4M | Buy |
146,855
+707
| +0.5% | +$160K | 1.52% | 16 |
|
|
2025
Q2 | $30M | Buy |
146,148
+19,606
| +15% | +$3.96M | 1.28% | 17 |
|
|
2025
Q1 | $28.1M | Sell |
126,542
-1,193
| -0.9% | -$276K | 1.33% | 17 |
|
|
2024
Q4 | $32M | Buy |
127,735
+2,430
| +2% | +$573K | 1.52% | 18 |
|
|
2024
Q3 | $29.2M | Sell |
125,305
-559
| -0.4% | -$125K | 1.38% | 18 |
|
|
2024
Q2 | $26.5M | Buy |
125,864
+5,778
| +5% | +$1.08M | 1.35% | 18 |
|
|
2024
Q1 | $20.6M | Buy |
120,086
+12,652
| +12% | +$2.3M | 1.06% | 18 |
|
|
2023
Q4 | $20.7M | Sell |
107,434
-1,459
| -1% | -$269K | 1.17% | 19 |
|
|
2023
Q3 | $18.6M | Sell |
108,893
-3,615
| -3% | -$663K | 1.15% | 20 |
|
|
2023
Q2 | $21.8M | Buy |
112,508
+6,334
| +6% | +$1.1M | 1.38% | 16 |
|
|
2023
Q1 | $17.5M | Buy |
106,174
+5,953
| +6% | +$878K | 1.17% | 18 |
|
|
2022
Q4 | $13M | Buy |
100,221
+12,512
| +14% | +$1.79M | 0.91% | 20 |
|
|
2022
Q3 | $12.1M | Buy |
87,709
+10,770
| +14% | +$1.69M | 1.01% | 17 |
|
|
2022
Q2 | $10.5M | Buy |
76,939
+10,737
| +16% | +$1.63M | 0.92% | 19 |
|
|
2022
Q1 | $11.6M | Sell |
66,202
-4,205
| -6% | -$707K | 0.99% | 17 |
|
|
2021
Q4 | $12.5M | Buy |
70,407
+8,291
| +13% | +$1.31M | 1.13% | 17 |
|
|
2021
Q3 | $8.79M | Buy |
62,116
+7,734
| +14% | +$1.14M | 0.89% | 17 |
|
|
2021
Q2 | $7.45M | Buy |
54,382
+7,505
| +16% | +$972K | 0.81% | 16 |
|
|
2021
Q1 | $5.73M | Buy |
46,877
+3,120
| +7% | +$400K | 0.8% | 17 |
|
|
2020
Q4 | $5.81M | Buy |
43,757
+3,183
| +8% | +$383K | 1.08% | 16 |
|
|
2020
Q3 | $4.7M | Buy |
40,574
+2,118
| +6% | +$231K | 1.04% | 16 |
|
|
2020
Q2 | $3.51M | Buy |
38,456
+540
| +1% | +$41.8K | 0.82% | 16 |
|
|
2020
Q1 | $2.41M | Buy |
37,916
+4,452
| +13% | +$327K | 0.66% | 28 |
|
|
2019
Q4 | $2.46M | Buy |
33,464
+672
| +2% | +$43.2K | 0.78% | 33 |
|
|
2019
Q3 | $1.84M | Buy |
32,792
+660
| +2% | +$34.5K | 0.9% | 29 |
|
|
2019
Q2 | $1.59M | Buy |
32,132
+1,812
| +6% | +$88.3K | 0.96% | 27 |
|
|
2019
Q1 | $1.44M | Buy |
30,320
+4,108
| +16% | +$174K | 0.69% | 31 |
|
|
2018
Q4 | $1.03M | Buy |
26,212
+136
| +0.5% | +$6.59K | 0.52% | 33 |
|
|
2018
Q3 | $1.47M | Sell |
26,076
-452
| -2% | -$23.5K | 0.85% | 29 |
|
|
2018
Q2 | $1.23M | Sell |
26,528
-2,440
| -8% | -$111K | 0.75% | 32 |
|
|
2018
Q1 | $1.25M | Buy |
28,968
+4,356
| +18% | +$188K | 0.72% | 32 |
|
|
2017
Q4 | $1.04M | Buy |
24,612
+5,896
| +32% | +$246K | 0.67% | 33 |
|
|
2017
Q3 | $729K | Buy |
18,716
+848
| +5% | +$32.9K | 0.54% | 37 |
|
|
2017
Q2 | $643K | Sell |
17,868
-1,112
| -6% | -$41.1K | 0.41% | 39 |
|
|
2017
Q1 | $682K | Sell |
18,980
-3,856
| -17% | -$127K | 0.45% | 40 |
|
|
2016
Q4 | $661K | Buy |
+22,836
| New | +$647K | 0.45% | 40 |
|
Other funds holding AAPL
VCM
VPM
Bogart Wealth LLC's AAPL Position: Q1 2026 in Review
Bogart Wealth LLC increased its Apple (AAPL) stake by 0.58% in Q1 2026, buying an estimated $204K and bringing the position to 134,963 shares worth $34.3M. The position accounts for 1.32% of the portfolio, ranked #18.
Bogart Wealth LLC first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $37.4M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Bogart Wealth LLC held 134,963 shares of Apple worth $34.3M as of Q1 2026.
- Bogart Wealth LLC bought 783 Apple shares in Q1 2026, an estimated $204K.
- Apple made up 1.32% of Bogart Wealth LLC's portfolio in Q1 2026, its #18 holding.
- Bogart Wealth LLC first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Bogart Wealth LLC's Apple position peaked at $37.4M in Q3 2025.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.