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Blue Barn Wealth’s Apple AAPL Stock Holding History

Blue Barn Wealth’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
2025
Q4 		$1.01M Sell
3,733
-1,022
-21% -$274K 1.48% 14
2025
Q3 		$1.21M Buy
4,755
+636
+15% +$144K 0.53% 35
2025
Q2 		$845K Sell
4,119
-1,232
-23% -$249K 0.4% 43
2025
Q1 		$1.19M Sell
5,351
-886
-14% -$205K 0.62% 31
2024
Q4 		$1.56M Buy
6,237
+848
+16% +$200K 0.82% 27
2024
Q3 		$1.26M Buy
5,389
+2,145
+66% +$479K 0.64% 34
2024
Q2 		$683K Buy
3,244
+134
+4% +$25K 0.38% 46
2024
Q1 		$533K Buy
3,110
+87
+3% +$15.8K 0.3% 55
2023
Q4 		$582K Buy
3,023
+1,242
+70% +$229K 0.35% 49
2023
Q3 		$305K Buy
1,781
+402
+29% +$73.7K 0.2% 85
2023
Q2 		$267K Buy
1,379
+21
+2% +$3.66K 0.17% 95
2023
Q1 		$224K Buy
+1,358
New +$200K 0.14% 112

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blue Barn Wealth's AAPL Position: Q4 2025 in Review

Blue Barn Wealth reduced its Apple (AAPL) stake by 21% in Q4 2025, selling an estimated $274K and leaving 3,733 shares worth $1.01M. The position accounts for 1.48% of the portfolio, ranked #14.

Blue Barn Wealth first reported a position in AAPL in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Blue Barn Wealth held 3,733 shares of Apple worth $1.01M as of Q4 2025.
  • Blue Barn Wealth sold 1,022 Apple shares in Q4 2025, an estimated $274K.
  • Apple made up 1.48% of Blue Barn Wealth's portfolio in Q4 2025, its #14 holding.
  • Blue Barn Wealth first reported a position in Apple in Q1 2023 and has held it in 12 quarters since.
  • Blue Barn Wealth's Apple position peaked at $1.56M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.