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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
2022
Q4 		– Hold
0
– -$207K – 63
2022
Q3 		– Hold
0
– – – 59
2022
Q2 		– Hold
0
– – – 65

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 $3.37T AUM 44.26% 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

Blodgett Wealth Advisors's AAPL Position: Q2 2026 in Review

Blodgett Wealth Advisors reduced its Apple (AAPL) stake by 0.99% in Q2 2026, selling an estimated $161K and leaving 56,523 shares worth $16.4M. The position accounts for 10.96% of the portfolio, ranked #3.

Blodgett Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.2M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Blodgett Wealth Advisors held 56,523 shares of Apple worth $16.4M as of Q2 2026.
  • Blodgett Wealth Advisors sold 564 Apple shares in Q2 2026, an estimated $161K.
  • Apple made up 10.96% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Blodgett Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Apple position peaked at $17.2M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.