Skip to main content

Bell & Brown Wealth Advisors, LLC

SEC CIK
0001725362
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Bell & Brown Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
62,128
Value
$18.0M
% of portfolio
5.4%
Quarters held
19
Since Q3 2021
Holdings of AAPL by Bell & Brown Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,128$18.0M5.4%−417−0.7%ReducedHolders
Q1 202662,545$15.9M5.1%+299+0.5%AddedHolders
Q4 202562,246$16.9M5.4%−365−0.6%ReducedHolders
Q3 202562,611$15.9M5.2%+271+0.4%AddedHolders
Q2 202562,340$12.8M4.6%+339+0.5%AddedHolders
Q1 202562,001$13.8M5.4%+240+0.4%AddedHolders
Q4 202461,761$15.5M5.8%−583−0.9%ReducedHolders
Q3 202462,344$14.5M5.7%+395+0.6%AddedHolders
Q2 202461,949$13.0M5.7%+1,933+3.2%AddedHolders
Q1 202460,016$10.3M4.4%−2,912−4.6%ReducedHolders
Q4 202362,928$12.1M5.6%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202364,153$12.4M6.2%+1,105+1.8%AddedHolders
Q1 202363,048$10.4M5.5%+1,477+2.4%AddedHolders
Q4 202261,571$8.00M4.4%−202−0.3%ReducedHolders
Q3 202261,773$8.54M5.3%−3,492−5.4%ReducedHolders
Q2 202265,265$8.92M4.8%−2,473−3.7%ReducedHolders
Q1 202267,738$11.8M5.4%−4,277−5.9%ReducedHolders
Q4 202172,015$12.7M6.1%+4,471+6.6%AddedHolders
Q3 202167,544$9.56M5.2%–No prior filingHolders