Bucket List Wealth Management
AAPL icon

Bucket List Wealth Management’s Apple AAPL Stock Holding History

Bucket List Wealth 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
Q3 		$2.07M Buy
6,222
+157
+3% +$50.4K 1% 19
2026
Q2 		$1.75M Buy
6,065
+114
+2% +$32.6K 0.86% 19
2026
Q1 		$1.51M Sell
5,951
-4,458
-43% -$1.16M 0.91% 21
2025
Q4 		$2.83M Buy
+10,409
New +$2.79M 1.69% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bucket List Wealth Management's AAPL Position: Q3 2026 in Review

Bucket List Wealth Management increased its Apple (AAPL) stake by 2.6% in Q3 2026, buying an estimated $50.4K and bringing the position to 6,222 shares worth $2.07M. The position accounts for 1% of the portfolio, ranked #19.

Bucket List Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.83M in Q4 2025. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Bucket List Wealth Management held 6,222 shares of Apple worth $2.07M as of Q3 2026.
  • Bucket List Wealth Management bought 157 Apple shares in Q3 2026, an estimated $50.4K.
  • Apple made up 1% of Bucket List Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Bucket List Wealth Management first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • Bucket List Wealth Management's Apple position peaked at $2.83M in Q4 2025.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Bucket List Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.