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Blalock Williams’s Apple AAPL Stock Holding History

Blalock Williams’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 		$2.78M Buy
10,947
+585
+6% +$152K 2.15% 12
2025
Q4 		$2.82M Buy
10,362
+295
+3% +$79.2K 2.25% 13
2025
Q3 		$2.56M Buy
10,067
+1,891
+23% +$427K 2.25% 14
2025
Q2 		$1.68M Sell
8,176
-469
-5% -$94.7K 1.68% 13
2025
Q1 		$1.92M Buy
8,645
+1,330
+18% +$308K 2.15% 9
2024
Q4 		$1.83M Buy
+7,315
New +$1.72M 2.13% 12

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

Blalock Williams's AAPL Position: Q1 2026 in Review

Blalock Williams increased its Apple (AAPL) stake by 5.6% in Q1 2026, buying an estimated $152K and bringing the position to 10,947 shares worth $2.78M. The position accounts for 2.15% of the portfolio, ranked #12.

Blalock Williams first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.82M in Q4 2025. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Blalock Williams held 10,947 shares of Apple worth $2.78M as of Q1 2026.
  • Blalock Williams bought 585 Apple shares in Q1 2026, an estimated $152K.
  • Apple made up 2.15% of Blalock Williams's portfolio in Q1 2026, its #12 holding.
  • Blalock Williams first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's Apple position peaked at $2.82M in Q4 2025.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.