Position in AAPL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,389,703
+$1,011,013 QoQ
Shares Held
28,994
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#3,174
of 6,095 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Dec 31, 2022CallValue
$12,993
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $8,389,780 across 2 Consumer Electronics names. AAPL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
28,994 | $8,389,703 | |
| 2 | GPRO |
GoPro, Inc.
|
100 | $77 |
All Filings in AAPL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,389,703 | 28,994 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,378,690 | 29,074 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,663,189 | 28,188 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,961,838 | 27,341 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,830,110 | 28,416 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,361,300 | 19,634 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,056,731 | 20,193 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,735,259 | 20,323 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,137,840 | 19,646 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,352,776 | 19,552 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,728,535 | 19,366 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,800,995 | 16,360 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,367,707 | 17,362 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,300,355 | 13,950 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,940,114 | 14,932 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $12,993 | 100 | Call | Sole | 2023-02-03 | |
| 2022-09-30 | $2,190,746 | 15,852 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $13,820 | 100 | Call | Sole | 2022-11-09 | |
| 2022-06-30 | $2,222,383 | 16,255 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $13,672 | 100 | Call | Sole | 2022-08-02 | |
| 2022-03-31 | $2,594,180 | 14,857 | Shares | Sole | 2022-04-21 | |
| 2022-03-31 | $17,461 | 100 | Call | Sole | 2022-04-21 | |
| 2021-12-31 | $2,435,550 | 13,716 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||