Brand Asset Management Group’s Apple AAPL Stock Holding History

Brand Asset Management Group’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	$2.96M	Buy	11,670 +2,033	+21%	+$529K	0.77%	25
2025 Q4	$2.62M	Sell	9,637 -331	-3%	-$88.9K	0.73%	29
2025 Q3	$2.54M	Buy	9,968 +28	+0.3%	+$6.33K	0.71%	29
2025 Q2	$2.04M	Sell	9,940 -351	-3%	-$70.9K	0.76%	27
2025 Q1	$2.29M	Buy	10,291 +111	+1%	+$25.7K	0.95%	25
2024 Q4	$2.55M	Sell	10,180 -303	-3%	-$71.4K	1.04%	24
2024 Q3	$2.44M	Buy	10,483 +3,477	+50%	+$776K	0.96%	23
2024 Q2	$1.48M	Buy	7,006 +1,322	+23%	+$247K	0.62%	30
2024 Q1	$975K	Sell	5,684 -1,170	-17%	-$213K	0.42%	35
2023 Q4	$1.32M	Buy	6,854 +626	+10%	+$116K	0.6%	31
2023 Q3	$1.07M	Sell	6,228 -130	-2%	-$23.8K	0.55%	32
2023 Q2	$1.23M	Sell	6,358 -488	-7%	-$85K	0.59%	31
2023 Q1	$1.13M	Buy	6,846 +641	+10%	+$94.6K	0.57%	31
2022 Q4	$806K	Sell	6,205 -810	-12%	-$116K	0.41%	37
2022 Q3	$969K	Sell	7,015 -1,308	-16%	-$205K	0.54%	33
2022 Q2	$1.14M	Buy	8,323 +546	+7%	+$82.7K	0.58%	33
2022 Q1	$1.36M	Buy	7,777 +1,632	+27%	+$274K	0.6%	32
2021 Q4	$1.09M	Sell	6,145 -897	-13%	-$142K	0.49%	34
2021 Q3	$996K	Sell	7,042 -780	-10%	-$115K	0.48%	38
2021 Q2	$1.07M	Buy	7,822 +3,182	+69%	+$412K	0.52%	38
2021 Q1	$567K	Buy	4,640 +693	+18%	+$89K	0.29%	45
2020 Q4	$524K	Sell	3,947 -897	-19%	-$108K	0.29%	43
2020 Q3	$561K	Buy	4,844 +1,204	+33%	+$131K	0.35%	41
2020 Q2	$332K	Hold	3,640	–	–	0.21%	51
2020 Q1	$231K	Sell	3,640 -512	-12%	-$37.7K	0.17%	59
2019 Q4	$305K	Buy	4,152 +8	+0.2%	+$515	0.19%	54
2019 Q3	$232K	Sell	4,144 -680	-14%	-$35.6K	0.15%	57
2019 Q2	$239K	Buy	4,824 +480	+11%	+$23.4K	0.16%	59
2019 Q1	$206K	Sell	4,344 -264	-6%	-$11.2K	0.14%	61
2018 Q4	$182K	Buy	4,608 +1,980	+75%	+$96K	0.14%	57
2018 Q3	$148K	Sell	2,628 -264	-9%	-$13.7K	0.11%	69
2018 Q2	$134K	Buy	+2,892	New	+$131K	0.1%	77

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

Brand Asset Management Group's AAPL Position: Q1 2026 in Review

Brand Asset Management Group increased its Apple (AAPL) stake by 21% in Q1 2026, buying an estimated $529K and bringing the position to 11,670 shares worth $2.96M. The position accounts for 0.77% of the portfolio, ranked #25.

Brand Asset Management Group first reported a position in AAPL in Q2 2018 and has held it in 32 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Brand Asset Management Group held 11,670 shares of Apple worth $2.96M as of Q1 2026.
Brand Asset Management Group bought 2,033 Apple shares in Q1 2026, an estimated $529K.
Apple made up 0.77% of Brand Asset Management Group's portfolio in Q1 2026, its #25 holding.
Brand Asset Management Group first reported a position in Apple in Q2 2018 and has held it in 32 quarters since.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.