BWL
AAPL icon

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
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

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.