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Blue Zone Wealth Advisors’s Apple AAPL Stock Holding History

Blue Zone Wealth Advisors’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 		$30.2M Buy
104,478
+213
+0.2% +$60.9K 5.28% 5
2026
Q1 		$26.5M Buy
104,265
+29,296
+39% +$7.62M 5.38% 4
2025
Q4 		$20.4M Sell
74,969
-68
-0.1% -$18.3K 3.9% 4
2025
Q3 		$19.1M Buy
75,037
+21,836
+41% +$4.93M 3.81% 3
2025
Q2 		$10.9M Sell
53,201
-637
-1% -$129K 2.73% 4
2025
Q1 		$12M Buy
53,838
+538
+1% +$125K 3.32% 2
2024
Q4 		$13.3M Buy
53,300
+1,437
+3% +$339K 3.85% 2
2024
Q3 		$12.1M Buy
51,863
+1,298
+3% +$290K 3.76% 2
2024
Q2 		$10.6M Sell
50,565
-2,449
-5% -$457K 3.68% 4
2024
Q1 		$9.09M Sell
53,014
-93
-0.2% -$16.9K 3.13% 4
2023
Q4 		$10.2M Sell
53,107
-190
-0.4% -$35.1K 4.08% 2
2023
Q3 		$9.13M Sell
53,297
-32
-0.1% -$5.87K 4% 3
2023
Q2 		$10.3M Buy
53,329
+84
+0.2% +$14.6K 4.77% 2
2023
Q1 		$8.78M Sell
53,245
-459
-0.9% -$67.7K 4.69% 3
2022
Q4 		$6.98M Sell
53,704
-1,414
-3% -$202K 3.73% 5
2022
Q3 		$7.62M Sell
55,118
-157
-0.3% -$24.6K 3.95% 4
2022
Q2 		$7.56M Buy
55,275
+1,164
+2% +$176K 3.43% 4
2022
Q1 		$9.45M Buy
54,111
+9,894
+22% +$1.66M 3.52% 3
2021
Q4 		$7.85M Buy
44,217
+634
+1% +$100K 2.6% 5
2021
Q3 		$6.17M Sell
43,583
-1,245
-3% -$183K 2.14% 10
2021
Q2 		$6.14M Buy
44,828
+688
+2% +$89.1K 2.3% 5
2021
Q1 		$5.39M Buy
44,140
+403
+0.9% +$51.7K 2.29% 7
2020
Q4 		$5.8M Sell
43,737
-121
-0.3% -$14.6K 2.8% 5
2020
Q3 		$5.08M Buy
43,858
+54
+0.1% +$5.89K 2.87% 7
2020
Q2 		$4M Buy
43,804
+568
+1% +$44K 2.23% 11
2020
Q1 		$2.75M Buy
43,236
+8,760
+25% +$644K 2.58% 10
2019
Q4 		$2.53M Buy
+34,476
New +$2.22M 1.63% 17

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 Zone Wealth Advisors's AAPL Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Apple (AAPL) stake by 0.2% in Q2 2026, buying an estimated $60.9K and bringing the position to 104,478 shares worth $30.2M. The position accounts for 5.28% of the portfolio, ranked #5.

Blue Zone Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Blue Zone Wealth Advisors held 104,478 shares of Apple worth $30.2M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 213 Apple shares in Q2 2026, an estimated $60.9K.
  • Apple made up 5.28% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Blue Zone Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.