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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Fin Capital's AAPL Position: Q1 2026 in Review

Blue Fin Capital reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $947K and leaving 191,563 shares worth $48.6M. The position accounts for 7.97% of the portfolio, ranked #2.

Blue Fin Capital first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $53.1M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Blue Fin Capital held 191,563 shares of Apple worth $48.6M as of Q1 2026.
Blue Fin Capital sold 3,639 Apple shares in Q1 2026, an estimated $947K.
Apple made up 7.97% of Blue Fin Capital's portfolio in Q1 2026, its #2 holding.
Blue Fin Capital first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
Blue Fin Capital's Apple position peaked at $53.1M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.