Blue Fin Capital’s Apple AAPL Stock Holding History

Blue Fin Capital’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
2018 Q1	–	Sell	-39,200	Closed	-$1.66M	–	126
2017 Q4	$1.66M	Hold	39,200	–	–	0.97%	25
2017 Q3	$1.51M	Hold	39,200	–	–	0.93%	32
2017 Q2	$1.41M	Hold	39,200	–	–	0.91%	33
2017 Q1	$1.4M	Hold	39,200	–	–	0.86%	35
2016 Q4	$1.23M	Buy	+39,200	New	+$1.11M	0.81%	36
2015 Q1	–	Sell	-280	Closed	-$340K	–	135
2014 Q4	$340K	Hold	280	–	–	0.26%	97
2014 Q3	$276K	Buy	+280	New	+$6.87K	0.22%	107

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blue Fin Capital's AAPL Position: Q2 2026 in Review

Blue Fin Capital increased its Apple (AAPL) stake by 0.37% in Q2 2026, buying an estimated $205K and bringing the position to 192,280 shares worth $55.6M. The position accounts for 8.04% of the portfolio, ranked #2.

Blue Fin Capital first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Blue Fin Capital held 192,280 shares of Apple worth $55.6M as of Q2 2026.
Blue Fin Capital bought 717 Apple shares in Q2 2026, an estimated $205K.
Apple made up 8.04% of Blue Fin Capital's portfolio in Q2 2026, its #2 holding.
Blue Fin Capital first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.