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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
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 		$9.88M 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

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

Blodgett Wealth Advisors's AAPL Position: Q1 2026 in Review

Blodgett Wealth Advisors reduced its Apple (AAPL) stake by 3.1% in Q1 2026, selling an estimated $468K and leaving 57,087 shares worth $14.5M. The position accounts for 11.48% of the portfolio, ranked #3.

Blodgett Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.2M in Q4 2024. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Blodgett Wealth Advisors held 57,087 shares of Apple worth $14.5M as of Q1 2026.
  • Blodgett Wealth Advisors sold 1,800 Apple shares in Q1 2026, an estimated $468K.
  • Apple made up 11.48% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Blodgett Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Blodgett Wealth Advisors's Apple position peaked at $17.2M in Q4 2024.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.