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Blue Trust Inc’s Apple AAPL Stock Holding History

Blue Trust Inc’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 		$43.7M Sell
151,098
-19,237
-11% -$5.5M 0.46% 28
2026
Q1 		$43.2M Sell
170,335
-3,129
-2% -$814K 0.49% 27
2025
Q4 		$47.2M Sell
173,464
-4,603
-3% -$1.24M 0.53% 28
2025
Q3 		$45.3M Buy
178,067
+1,763
+1% +$398K 0.51% 28
2025
Q2 		$36.2M Buy
176,304
+6,443
+4% +$1.3M 0.43% 29
2025
Q1 		$37.7M Buy
169,861
+3,306
+2% +$766K 0.48% 31
2024
Q4 		$41.7M Sell
166,555
-37,970
-19% -$8.95M 0.53% 27
2024
Q3 		$43.1M Buy
204,525
+56,525
+38% +$12.6M 0.56% 30
2024
Q2 		$25.4M Buy
148,000
+19,582
+15% +$3.65M 0.35% 31
2024
Q1 		$22M Buy
128,418
+1,106
+0.9% +$201K 0.31% 32
2023
Q4 		$21.8M Sell
127,312
-16,189
-11% -$2.99M 0.35% 32
2023
Q3 		$27.8M Buy
143,501
+5,981
+4% +$1.1M 0.42% 31
2023
Q2 		$22.7M Sell
137,520
-8,881
-6% -$1.55M 0.36% 34
2023
Q1 		$19M Sell
146,401
-13,920
-9% -$2.05M 0.31% 37
2022
Q4 		$22.2M Buy
160,321
+29,126
+22% +$4.16M 0.4% 35
2022
Q3 		$17.9M Buy
131,195
+9,650
+8% +$1.51M 0.32% 37
2022
Q2 		$21.2M Buy
+121,545
New +$18.4M 0.33% 35

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Blue Trust Inc's AAPL Position: Q2 2026 in Review

Blue Trust Inc reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $5.5M and leaving 151,098 shares worth $43.7M. The position accounts for 0.46% of the portfolio, ranked #28.

Blue Trust Inc first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $47.2M in Q4 2025. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Blue Trust Inc held 151,098 shares of Apple worth $43.7M as of Q2 2026.
  • Blue Trust Inc sold 19,237 Apple shares in Q2 2026, an estimated $5.5M.
  • Apple made up 0.46% of Blue Trust Inc's portfolio in Q2 2026, its #28 holding.
  • Blue Trust Inc first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Apple position peaked at $47.2M in Q4 2025.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.