Bogart Wealth LLC’s Apple AAPL Stock Holding History

Bogart Wealth LLC’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	-5,000	Closed	-$650	–	1110
2022 Q4	$650	Buy	+5,000	New	+$715K	﹤0.01%	897

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's AAPL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Apple (AAPL) stake by 4.8% in Q2 2026, buying an estimated $1.83M and bringing the position to 141,376 shares worth $40.9M. The position accounts for 1.4% of the portfolio, ranked #17.

Bogart Wealth LLC first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Bogart Wealth LLC held 141,376 shares of Apple worth $40.9M as of Q2 2026.
Bogart Wealth LLC bought 6,413 Apple shares in Q2 2026, an estimated $1.83M.
Apple made up 1.4% of Bogart Wealth LLC's portfolio in Q2 2026, its #17 holding.
Bogart Wealth LLC first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.