Bell Investment Advisors, Inc

Position in AAPL — Apple Inc.

CIK 1890149 ORINDA, CA

Position in AAPL

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$9,453,169

+$2,738,227 QoQ

Shares Held

37,248

+50.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

14.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Bell Investment Advisors, Inc holds $9,490,967 across 4 Consumer Electronics names. AAPL ranks #1 (99.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc. This page	37,248	$9,453,169
2	SONY	Sony Group Corp	1,332	$27,572
3	LPL	LG Display Co., Ltd.	2,559	$9,928
4	ZEPP	Zepp Health Corp	25	$298

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,453,169	37,248	+50.8%	Shares	Sole	2026-04-17
2025-12-31	$6,714,942	24,700	-11.3%	Shares	Sole	2026-02-24
2025-09-30	$7,086,862	27,832	-1.3%	Shares	Sole	2025-11-21
2025-06-30	$5,784,152	28,192	+1.0%	Shares	Sole	2025-08-11
2025-03-31	$6,197,649	27,901	-0.4%	Shares	Sole	2025-05-16
2024-12-31	$7,016,768	28,020	+0.3%	Shares	Sole	2025-02-07
2024-09-30	$6,510,253	27,941	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$5,985,399	28,418	-1.6%	Shares	Sole	2024-08-08
2024-03-31	$4,953,028	28,884	-2.1%	Shares	Sole	2024-05-08
2023-12-31	$5,679,635	29,500	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$5,037,854	29,425	+19.1%	Shares	Sole	2023-11-08
2023-06-30	$4,790,283	24,696	+1.0%	Shares	Sole	2023-08-09
2023-03-31	$4,030,815	24,444	+2.9%	Shares	Sole	2023-05-10
2022-12-31	$3,086,097	23,752	+0.1%	Shares	Sole	2023-02-09
2022-09-30	$3,280,177	23,735	+2.1%	Shares	Sole	2022-11-09
2022-06-30	$3,177,782	23,243	-2.2%	Shares	Sole	2022-08-12
2021-12-31	$4,218,885	23,759	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$3,301,761	23,334	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.