BCM
AAPL icon

Brookmont Capital Management’s Apple AAPL Stock Holding History

Brookmont Capital 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 		$303K Sell
1,196
-134
-10% -$34.9K 0.17% 52
2025
Q4 		$362K Sell
1,330
-14
-1% -$3.76K 0.21% 51
2025
Q3 		$342K Buy
1,344
+252
+23% +$56.9K 0.19% 49
2025
Q2 		$224K Buy
1,092
+126
+13% +$25.4K 0.13% 52
2025
Q1 		$214K Sell
966
-99
-9% -$22.9K 0.12% 52
2024
Q4 		$267K Buy
1,065
+135
+15% +$31.8K 0.14% 50
2024
Q3 		$217K Buy
+930
New +$208K 0.11% 54
2022
Q2 		– Sell
-1,538
Closed -$269K – 47
2022
Q1 		$269K Hold
1,538
– – 0.16% 49
2021
Q4 		$273K Buy
1,538
+89
+6% +$14.1K 0.14% 50
2021
Q3 		$205K Sell
1,449
-20
-1% -$2.94K 0.12% 54
2021
Q2 		$201K Buy
+1,469
New +$190K 0.12% 55
2020
Q2 		– Sell
-3,316
Closed -$211K – 50
2020
Q1 		$211K Sell
3,316
-2,296
-41% -$169K 0.17% 58
2019
Q4 		$412K Sell
5,612
-1,436
-20% -$92.4K 0.25% 55
2019
Q3 		$395K Sell
7,048
-112
-2% -$5.86K 0.23% 60
2019
Q2 		$354K Sell
7,160
-56
-0.8% -$2.73K 0.21% 59
2019
Q1 		$343K Buy
7,216
+200
+3% +$8.48K 0.21% 59
2018
Q4 		$277K Buy
7,016
+208
+3% +$10.1K 0.19% 63
2018
Q3 		$384K Hold
6,808
– – 0.23% 57
2018
Q2 		$315K Buy
6,808
+968
+17% +$43.9K 0.2% 60
2018
Q1 		$245K Sell
5,840
-176
-3% -$7.58K 0.16% 62
2017
Q4 		$255K Buy
6,016
+448
+8% +$18.7K 0.11% 60
2017
Q3 		$215K Buy
+5,568
New +$216K 0.12% 61

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

Brookmont Capital Management's AAPL Position: Q1 2026 in Review

Brookmont Capital Management reduced its Apple (AAPL) stake by 10% in Q1 2026, selling an estimated $34.9K and leaving 1,196 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #52.

Brookmont Capital Management first reported a position in AAPL in Q3 2017 and has held it in 22 quarters since. The position peaked at $412K in Q4 2019. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Brookmont Capital Management held 1,196 shares of Apple worth $303K as of Q1 2026.
  • Brookmont Capital Management sold 134 Apple shares in Q1 2026, an estimated $34.9K.
  • Apple made up 0.17% of Brookmont Capital Management's portfolio in Q1 2026, its #52 holding.
  • Brookmont Capital Management first reported a position in Apple in Q3 2017 and has held it in 22 quarters since.
  • Brookmont Capital Management's Apple position peaked at $412K in Q4 2019.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Brookmont Capital Management's 13F filing for Q1 2026, filed 15 May 2026.