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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
Q2 		$3.28M Buy
11,335
+388
+4% +$111K 2.13% 8
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blalock Williams's AAPL Position: Q2 2026 in Review

Blalock Williams increased its Apple (AAPL) stake by 3.5% in Q2 2026, buying an estimated $111K and bringing the position to 11,335 shares worth $3.28M. The position accounts for 2.13% of the portfolio, ranked #8.

Blalock Williams first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Blalock Williams held 11,335 shares of Apple worth $3.28M as of Q2 2026.
  • Blalock Williams bought 388 Apple shares in Q2 2026, an estimated $111K.
  • Apple made up 2.13% of Blalock Williams's portfolio in Q2 2026, its #8 holding.
  • Blalock Williams first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.