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Bullock Wealth Management’s Apple AAPL Stock Holding History

Bullock 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
Q2 		$3.76M Buy
12,782
+93
+0.7% +$26.6K 1.63% 9
2026
Q1 		$3.24M Sell
12,689
-155
-1% -$40.3K 1.63% 8
2025
Q4 		$3.49M Buy
12,844
+247
+2% +$66.3K 1.71% 7
2025
Q3 		$3.22M Sell
12,597
-241
-2% -$54.4K 1.6% 8
2025
Q2 		$2.67M Sell
12,838
-265
-2% -$53.5K 1.41% 8
2025
Q1 		$2.92M Sell
13,103
-1,759
-12% -$408K 1.63% 9
2024
Q4 		$3.72M Sell
14,862
-2,236
-13% -$527K 2.17% 7
2024
Q3 		$3.87M Buy
17,098
+460
+3% +$103K 2.33% 6
2024
Q2 		$3.61M Sell
16,638
-467
-3% -$87.1K 2.36% 6
2024
Q1 		$2.91M Buy
+17,105
New +$3.11M 1.95% 6

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's AAPL Position: Q2 2026 in Review

Bullock Wealth Management increased its Apple (AAPL) stake by 0.73% in Q2 2026, buying an estimated $26.6K and bringing the position to 12,782 shares worth $3.76M. The position accounts for 1.63% of the portfolio, ranked #9.

Bullock Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.87M in Q3 2024. 6,147 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bullock Wealth Management held 12,782 shares of Apple worth $3.76M as of Q2 2026.
  • Bullock Wealth Management bought 93 Apple shares in Q2 2026, an estimated $26.6K.
  • Apple made up 1.63% of Bullock Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Bullock Wealth Management first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Apple position peaked at $3.87M in Q3 2024.
  • 6,147 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.