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Blackston Financial Advisory Group’s Apple AAPL Stock Holding History

Blackston Financial Advisory Group’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 		$3.59M Buy
14,129
+1,578
+13% +$411K 2.25% 10
2025
Q4 		$3.41M Buy
12,551
+1,076
+9% +$289K 2.08% 10
2025
Q3 		$2.92M Sell
11,475
-1,576
-12% -$356K 1.74% 12
2025
Q2 		$2.68M Sell
13,051
-644
-5% -$130K 1.67% 11
2025
Q1 		$3.04M Sell
13,695
-13,112
-49% -$3.04M 2.06% 10
2024
Q4 		$6.71M Buy
26,807
+1,449
+6% +$341K 3.34% 9
2024
Q3 		$5.91M Buy
25,358
+2,330
+10% +$520K 3.05% 10
2024
Q2 		$4.85M Buy
23,028
+7,270
+46% +$1.36M 2.71% 7
2024
Q1 		$2.7M Sell
15,758
-523
-3% -$95.1K 1.79% 13
2023
Q4 		$3.13M Buy
16,281
+81
+0.5% +$15K 1.99% 11
2023
Q3 		$2.77M Buy
16,200
+14
+0.1% +$2.57K 1.93% 12
2023
Q2 		$3.14M Sell
16,186
-454
-3% -$79.1K 2.26% 10
2023
Q1 		$2.74M Buy
16,640
+1,594
+11% +$235K 2.05% 10
2022
Q4 		$1.96M Sell
15,046
-53
-0.4% -$7.57K 1.42% 12
2022
Q3 		$2.31M Buy
15,099
+1,308
+9% +$205K 1.63% 10
2022
Q2 		$2.02M Sell
13,791
-6
-0% -$909 1.32% 14
2022
Q1 		$1.95M Sell
13,797
-176
-1% -$29.6K 1.27% 17
2021
Q4 		$2.48M Buy
+13,973
New +$2.21M 1.44% 16

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

Blackston Financial Advisory Group's AAPL Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $411K and bringing the position to 14,129 shares worth $3.59M. The position accounts for 2.25% of the portfolio, ranked #10.

Blackston Financial Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.71M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Blackston Financial Advisory Group held 14,129 shares of Apple worth $3.59M as of Q1 2026.
  • Blackston Financial Advisory Group bought 1,578 Apple shares in Q1 2026, an estimated $411K.
  • Apple made up 2.25% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Blackston Financial Advisory Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Blackston Financial Advisory Group's Apple position peaked at $6.71M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.