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Blossom Wealth Management’s Apple AAPL Stock Holding History

Blossom Wealth Management’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 		$3.21M Sell
11,109
-12
-0.1% -$3.43K 4.53% 3
2026
Q1 		$2.82M Buy
11,121
+57
+0.5% +$14.8K 4.19% 3
2025
Q4 		$3.01M Sell
11,064
-61
-0.5% -$16.4K 4.97% 2
2025
Q3 		$2.83M Hold
11,125
– – 4.58% 2
2025
Q2 		$2.28M Buy
11,125
+180
+2% +$36.4K 4.05% 3
2025
Q1 		$2.43M Sell
10,945
-1,716
-14% -$398K 4.89% 2
2024
Q4 		$3.17M Buy
12,661
+418
+3% +$98.5K 6.1% 2
2024
Q3 		$2.85M Buy
12,243
+437
+4% +$97.6K 5.75% 2
2024
Q2 		$2.49M Sell
11,806
-6
-0.1% -$1.12K 5.41% 2
2024
Q1 		$2.03M Buy
11,812
+286
+2% +$52K 4.88% 2
2023
Q4 		$2.22M Buy
11,526
+1,710
+17% +$316K 5.98% 2
2023
Q3 		$1.68M Buy
9,816
+4,600
+88% +$844K 5.38% 2
2023
Q2 		$1.01M Buy
5,216
+1,475
+39% +$257K 3.7% 5
2023
Q1 		$617K Sell
3,741
-49
-1% -$7.23K 2.51% 11
2022
Q4 		$492K Buy
3,790
+49
+1% +$7K 2.38% 16
2022
Q3 		$517K Sell
3,741
-20
-0.5% -$3.14K 2.91% 9
2022
Q2 		$514K Buy
3,761
+30
+0.8% +$4.54K 2.6% 11
2022
Q1 		$651K Sell
3,731
-41
-1% -$6.89K 2.93% 9
2021
Q4 		$670K Sell
3,772
-1,425
-27% -$225K 3.3% 9
2021
Q3 		$735K Buy
5,197
+70
+1% +$10.3K 4.37% 6
2021
Q2 		$702K Sell
5,127
-194
-4% -$25.1K 5.28% 6
2021
Q1 		$650K Buy
5,321
+1,932
+57% +$248K 7.56% 6
2020
Q4 		$449K Buy
+3,389
New +$408K 10.04% 5

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

Blossom Wealth Management's AAPL Position: Q2 2026 in Review

Blossom Wealth Management reduced its Apple (AAPL) stake by 0.11% in Q2 2026, selling an estimated $3.43K and leaving 11,109 shares worth $3.21M. The position accounts for 4.53% of the portfolio, ranked #3.

Blossom Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Blossom Wealth Management held 11,109 shares of Apple worth $3.21M as of Q2 2026.
  • Blossom Wealth Management sold 12 Apple shares in Q2 2026, an estimated $3.43K.
  • Apple made up 4.53% of Blossom Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Blossom Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.