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B&D White Capital Company’s Apple AAPL Stock Holding History

B&D White Capital Company’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
2023
Q1 		– Sell
-137,400
Closed -$17.9M – 53
2022
Q4 		$17.9M Buy
+137,400
New +$19.6M 4.46% 6

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

B&D White Capital Company's AAPL Position: Q1 2026 in Review

B&D White Capital Company increased its Apple (AAPL) stake by 36% in Q1 2026, buying an estimated $687K and bringing the position to 9,913 shares worth $2.52M. The position accounts for 0.31% of the portfolio, ranked #39.

B&D White Capital Company first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $49.2M in Q1 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • B&D White Capital Company held 9,913 shares of Apple worth $2.52M as of Q1 2026.
  • B&D White Capital Company bought 2,638 Apple shares in Q1 2026, an estimated $687K.
  • Apple made up 0.31% of B&D White Capital Company's portfolio in Q1 2026, its #39 holding.
  • B&D White Capital Company first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • B&D White Capital Company's Apple position peaked at $49.2M in Q1 2024.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.