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BWM Planning’s Apple AAPL Stock Holding History

BWM Planning’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 		$12.4M Sell
49,007
-565
-1% -$147K 3.28% 10
2025
Q4 		$13.5M Buy
49,572
+480
+1% +$129K 3.6% 8
2025
Q3 		$12.5M Buy
49,092
+432
+0.9% +$97.6K 3.72% 9
2025
Q2 		$9.98M Buy
48,660
+2,570
+6% +$519K 3.44% 11
2025
Q1 		$10.2M Sell
46,090
-597
-1% -$138K 4.33% 5
2024
Q4 		$11.7M Sell
46,687
-247
-0.5% -$58.2K 5.09% 3
2024
Q3 		$10.9M Buy
+46,934
New +$10.5M 4.85% 5

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

BWM Planning's AAPL Position: Q1 2026 in Review

BWM Planning reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $147K and leaving 49,007 shares worth $12.4M. The position accounts for 3.28% of the portfolio, ranked #10.

BWM Planning first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • BWM Planning held 49,007 shares of Apple worth $12.4M as of Q1 2026.
  • BWM Planning sold 565 Apple shares in Q1 2026, an estimated $147K.
  • Apple made up 3.28% of BWM Planning's portfolio in Q1 2026, its #10 holding.
  • BWM Planning first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Apple position peaked at $13.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.