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Bruce G. Allen Investments’s Apple AAPL Stock Holding History

Bruce G. Allen Investments’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
Q2 		$2.45M Buy
8,454
+330
+4% +$94.4K 1.56% 9
2026
Q1 		$2.06M Sell
8,124
-124
-2% -$32.3K 1.35% 9
2025
Q4 		$2.24M Sell
8,248
-540
-6% -$145K 1.52% 9
2025
Q3 		$2.24M Sell
8,788
-80
-0.9% -$18.1K 1.6% 9
2025
Q2 		$1.82M Sell
8,868
-27
-0.3% -$5.45K 1.38% 9
2025
Q1 		$1.98M Sell
8,895
-119
-1% -$27.6K 1.56% 9
2024
Q4 		$2.26M Sell
9,014
-115
-1% -$27.1K 1.83% 9
2024
Q3 		$2.13M Sell
9,129
-53
-0.6% -$11.8K 1.65% 9
2024
Q2 		$1.93M Sell
9,182
-102
-1% -$19K 1.63% 9
2024
Q1 		$1.59M Sell
9,284
-163
-2% -$29.6K 1.31% 10
2023
Q4 		$1.82M Buy
+9,447
New +$1.74M 1.66% 9

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bruce G. Allen Investments's AAPL Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Apple (AAPL) stake by 4.1% in Q2 2026, buying an estimated $94.4K and bringing the position to 8,454 shares worth $2.45M. The position accounts for 1.56% of the portfolio, ranked #9.

Bruce G. Allen Investments first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bruce G. Allen Investments held 8,454 shares of Apple worth $2.45M as of Q2 2026.
  • Bruce G. Allen Investments bought 330 Apple shares in Q2 2026, an estimated $94.4K.
  • Apple made up 1.56% of Bruce G. Allen Investments's portfolio in Q2 2026, its #9 holding.
  • Bruce G. Allen Investments first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.