Blodgett Wealth Advisors
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Blodgett Wealth Advisors’s Apple AAPL Stock Holding History

Blodgett Wealth Advisors’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
Q3 		$17.3M Sell
52,045
-4,478
-8% -$1.44M 11.81% 3
2026
Q2 		$16.4M Sell
56,523
-564
-1% -$161K 10.96% 3
2026
Q1 		$14.5M Sell
57,087
-1,800
-3% -$468K 11.48% 3
2025
Q4 		$16M Sell
58,887
-823
-1% -$221K 11.17% 3
2025
Q3 		$15.2M Sell
59,710
-600
-1% -$136K 10.47% 3
2025
Q2 		$12.4M Sell
60,310
-4,309
-7% -$870K 9.69% 4
2025
Q1 		$14.4M Sell
64,619
-4,038
-6% -$935K 12.23% 2
2024
Q4 		$17.2M Buy
68,657
+91
+0.1% +$21.4K 13.48% 2
2024
Q3 		$16M Sell
68,566
-1,303
-2% -$291K 13.43% 2
2024
Q2 		$14.7M Sell
69,869
-1,533
-2% -$286K 12.47% 2
2024
Q1 		$12.2M Buy
71,402
+855
+1% +$155K 11.05% 3
2023
Q4 		$13.6M Sell
70,547
-536
-0.8% -$99K 13.86% 2
2023
Q3 		$12.2M Buy
71,083
+342
+0.5% +$62.7K 13.35% 2
2023
Q2 		$13.7M Buy
70,741
+86
+0.1% +$15K 14.2% 2
2023
Q1 		$11.7M Sell
70,655
-909
-1% -$134K 13.47% 2
2022
Q4 		$9.3M Buy
71,564
+79
+0.1% +$11.3K 11.3% 2
2022
Q3 		$9.9M Sell
71,485
-5,587
-7% -$877K 11.84% 2
2022
Q2 		$10.5M Buy
77,072
+6,868
+10% +$1.04M 11.55% 2
2022
Q1 		$12.3M Buy
70,204
+2,383
+4% +$401K 10.21% 2
2021
Q4 		$12M Buy
+67,821
New +$10.7M 9.34% 2

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Blodgett Wealth Advisors's AAPL Position: Q3 2026 in Review

Blodgett Wealth Advisors reduced its Apple (AAPL) stake by 7.9% in Q3 2026, selling an estimated $1.44M and leaving 52,045 shares worth $17.3M. The position accounts for 11.81% of the portfolio, ranked #3.

Blodgett Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Blodgett Wealth Advisors held 52,045 shares of Apple worth $17.3M as of Q3 2026.
  • Blodgett Wealth Advisors sold 4,478 Apple shares in Q3 2026, an estimated $1.44M.
  • Apple made up 11.81% of Blodgett Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • Blodgett Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.