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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
Q2 		$14.6M Buy
50,515
+1,508
+3% +$431K 3.39% 10
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 $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

BWM Planning's AAPL Position: Q2 2026 in Review

BWM Planning increased its Apple (AAPL) stake by 3.1% in Q2 2026, buying an estimated $431K and bringing the position to 50,515 shares worth $14.6M. The position accounts for 3.39% of the portfolio, ranked #10.

BWM Planning first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BWM Planning held 50,515 shares of Apple worth $14.6M as of Q2 2026.
  • BWM Planning bought 1,508 Apple shares in Q2 2026, an estimated $431K.
  • Apple made up 3.39% of BWM Planning's portfolio in Q2 2026, its #10 holding.
  • BWM Planning first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.