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Black Diamond Financial’s Apple AAPL Stock Holding History

Black Diamond Financial’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
Q1 		$9.53M Buy
37,566
+2,268
+6% +$590K 1.04% 25
2025
Q4 		$9.6M Buy
35,298
+3,913
+12% +$1.05M 1.01% 25
2025
Q3 		$7.99M Buy
31,385
+2,961
+10% +$669K 0.9% 27
2025
Q2 		$5.83M Sell
28,424
-2,103
-7% -$425K 0.91% 28
2025
Q1 		$6.78M Sell
30,527
-3,791
-11% -$878K 1.02% 27
2024
Q4 		$8.59M Buy
34,318
+4,362
+15% +$1.03M 1.29% 21
2024
Q3 		$6.98M Buy
29,956
+1,194
+4% +$267K 1.18% 28
2024
Q2 		$6.06M Buy
28,762
+1,434
+5% +$267K 1.17% 26
2024
Q1 		$5.26M Hold
27,328
– – 1.42% 20
2023
Q4 		$5.26M Buy
27,328
+1,421
+5% +$262K 1.42% 20
2023
Q3 		$4.44M Buy
25,907
+1,877
+8% +$344K 1.37% 20
2023
Q2 		$4.66M Sell
24,030
-737
-3% -$128K 1.38% 20
2023
Q1 		$4.08M Sell
24,767
-529
-2% -$78.1K 1.34% 19
2022
Q4 		$3.29M Sell
25,296
-669
-3% -$95.6K 1.19% 22
2022
Q3 		$3.59M Sell
25,965
-3,571
-12% -$560K 1.45% 19
2022
Q2 		$4.04M Buy
29,536
+3,044
+11% +$461K 1.59% 18
2022
Q1 		$4.63M Sell
26,492
-1,337
-5% -$225K 1.46% 19
2021
Q4 		$4.94M Buy
27,829
+7,238
+35% +$1.14M 1.66% 14
2021
Q3 		$2.91M Sell
20,591
-1,873
-8% -$276K 1.4% 17
2021
Q2 		$3.08M Sell
22,464
-28
-0.1% -$3.63K 1.2% 18
2021
Q1 		$2.75M Buy
22,492
+3
+0% +$385 1.17% 19
2020
Q4 		$2.98M Sell
22,489
-291
-1% -$35K 1.37% 16
2020
Q3 		$2.64M Buy
22,780
+800
+4% +$87.3K 1.48% 16
2020
Q2 		$2M Buy
21,980
+3,556
+19% +$276K 1.31% 20
2020
Q1 		$1.17M Buy
18,424
+2,392
+15% +$176K 0.89% 29
2019
Q4 		$1.18M Sell
16,032
-804
-5% -$51.7K 0.85% 31
2019
Q3 		$943K Buy
16,836
+2,164
+15% +$113K 0.7% 33
2019
Q2 		$726K Sell
14,672
-1,504
-9% -$73.3K 0.62% 33
2019
Q1 		$768K Sell
16,176
-112
-0.7% -$4.75K 0.69% 33
2018
Q4 		$636K Buy
+16,288
New +$790K 0.5% 37

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

Black Diamond Financial's AAPL Position: Q1 2026 in Review

Black Diamond Financial increased its Apple (AAPL) stake by 6.4% in Q1 2026, buying an estimated $590K and bringing the position to 37,566 shares worth $9.53M. The position accounts for 1.04% of the portfolio, ranked #25.

Black Diamond Financial first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.6M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Black Diamond Financial held 37,566 shares of Apple worth $9.53M as of Q1 2026.
  • Black Diamond Financial bought 2,268 Apple shares in Q1 2026, an estimated $590K.
  • Apple made up 1.04% of Black Diamond Financial's portfolio in Q1 2026, its #25 holding.
  • Black Diamond Financial first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Black Diamond Financial's Apple position peaked at $9.6M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.