Blue Investment Partners’s Apple AAPL Stock Holding History

Blue Investment Partners’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 Q2	$39.7M	Sell	193,343 -192	-0.1%	-$38.8K	13.91%	1
2025 Q1	$43M	Sell	193,535 -437	-0.2%	-$101K	16.18%	1
2024 Q4	$48.6M	Buy	193,972 +1,151	+0.6%	+$271K	17.83%	1
2024 Q3	$44.9M	Buy	192,821 +1,250	+0.7%	+$279K	18.52%	1
2024 Q2	$40.3M	Sell	191,571 -25,373	-12%	-$4.73M	18.29%	1
2024 Q1	$37.2M	Sell	216,944 -1,463	-0.7%	-$266K	19.36%	1
2023 Q4	$42M	Buy	218,407 +6,361	+3%	+$1.17M	27.42%	1
2023 Q3	$36.3M	Buy	212,046 +863	+0.4%	+$158K	28.88%	1
2023 Q2	$41M	Buy	211,183 +280	+0.1%	+$48.8K	31.26%	1
2023 Q1	$34.8M	Sell	210,903 -7,673	-4%	-$1.13M	35.08%	1
2022 Q4	$28.4M	Buy	+218,576	New	+$31.2M	35.28%	1

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Blue Investment Partners's AAPL Position: Q2 2025 in Review

Blue Investment Partners reduced its Apple (AAPL) stake by 0.1% in Q2 2025, selling an estimated $38.8K and leaving 193,343 shares worth $39.7M. The position accounts for 13.91% of the portfolio, ranked #1.

Blue Investment Partners first reported a position in AAPL in Q4 2022 and has held it in 11 quarters since. The position peaked at $48.6M in Q4 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

Blue Investment Partners held 193,343 shares of Apple worth $39.7M as of Q2 2025.
Blue Investment Partners sold 192 Apple shares in Q2 2025, an estimated $38.8K.
Apple made up 13.91% of Blue Investment Partners's portfolio in Q2 2025, its #1 holding.
Blue Investment Partners first reported a position in Apple in Q4 2022 and has held it in 11 quarters since.
Blue Investment Partners's Apple position peaked at $48.6M in Q4 2024.
5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.