BWM
AAPL icon

Bulltick Wealth Management’s Apple AAPL Stock Holding History

Bulltick 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
2025
Q1 		– Sell
-15,600
Closed -$3.91M – 123
2024
Q4 		$3.91M Buy
+15,600
New +$3.68M 0.9% 28

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Bulltick Wealth Management reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $320K and leaving 33,263 shares worth $9.63M. The position accounts for 1.96% of the portfolio, ranked #17.

Bulltick Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.5M in Q4 2020. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bulltick Wealth Management held 33,263 shares of Apple worth $9.63M as of Q2 2026.
  • Bulltick Wealth Management sold 1,119 Apple shares in Q2 2026, an estimated $320K.
  • Apple made up 1.96% of Bulltick Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Bulltick Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Bulltick Wealth Management's Apple position peaked at $17.5M in Q4 2020.
  • 3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.