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Blue Rock Wealth Management’s Apple AAPL Stock Holding History

Blue Rock 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 		$5.28M Sell
18,246
-10
-0.1% -$2.86K 2.94% 13
2026
Q1 		$4.63M Buy
18,256
+2,750
+18% +$716K 2.95% 11
2025
Q4 		$4.22M Sell
15,506
-205
-1% -$55K 2.62% 14
2025
Q3 		$4M Buy
15,711
+847
+6% +$191K 2.49% 16
2025
Q2 		$3.05M Sell
14,864
-480
-3% -$96.9K 2.12% 17
2025
Q1 		$3.41M Buy
15,344
+7,005
+84% +$1.62M 2.89% 9
2024
Q4 		$2.09M Buy
+8,339
New +$1.97M 2.2% 13

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

Blue Rock Wealth Management's AAPL Position: Q2 2026 in Review

Blue Rock Wealth Management reduced its Apple (AAPL) stake by 0.05% in Q2 2026, selling an estimated $2.86K and leaving 18,246 shares worth $5.28M. The position accounts for 2.94% of the portfolio, ranked #13.

Blue Rock Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Blue Rock Wealth Management held 18,246 shares of Apple worth $5.28M as of Q2 2026.
  • Blue Rock Wealth Management sold 10 Apple shares in Q2 2026, an estimated $2.86K.
  • Apple made up 2.94% of Blue Rock Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Blue Rock Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.