BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Apple AAPL Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$35.6M	Sell	123,199 -9,878	-7%	-$2.83M	4.8%	2
2026 Q1	$33.8M	Sell	133,077 -3,230	-2%	-$841K	4.56%	2
2025 Q4	$37.1M	Buy	136,307 +16,182	+13%	+$4.34M	4.88%	2
2025 Q3	$30.6M	Buy	120,125 +7,457	+7%	+$1.68M	4.33%	2
2025 Q2	$23.1M	Sell	112,668 -21,690	-16%	-$4.38M	3.62%	2
2025 Q1	$29.8M	Buy	134,358 +16,509	+14%	+$3.82M	4.95%	2
2024 Q4	$29.5M	Sell	117,849 -26,939	-19%	-$6.35M	5%	2
2024 Q3	$33.7M	Buy	+144,788	New	+$32.3M	5.33%	2

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AAPL Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Apple (AAPL) stake by 7.4% in Q2 2026, selling an estimated $2.83M and leaving 123,199 shares worth $35.6M. The position accounts for 4.8% of the portfolio, ranked #2.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.1M in Q4 2025. 6,168 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 123,199 shares of Apple worth $35.6M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 9,878 Apple shares in Q2 2026, an estimated $2.83M.
Apple made up 4.8% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Apple position peaked at $37.1M in Q4 2025.
6,168 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.