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BlueChip Wealth Advisors’s Apple AAPL Stock Holding History

BlueChip 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 		$4.76M Sell
16,435
-338
-2% -$96.7K 1.8% 16
2026
Q1 		$4.18M Sell
16,773
-373
-2% -$97.1K 1.83% 18
2025
Q4 		$4.66M Sell
17,146
-2,888
-14% -$775K 1.96% 19
2025
Q3 		$5.1M Buy
20,034
+1,337
+7% +$302K 2.18% 15
2025
Q2 		$3.84M Buy
18,697
+1,378
+8% +$278K 1.71% 18
2025
Q1 		$3.85M Sell
17,319
-297
-2% -$68.8K 1.89% 16
2024
Q4 		$4.41M Sell
17,616
-3,538
-17% -$834K 2.45% 13
2024
Q3 		$4.93M Buy
21,154
+612
+3% +$137K 2.58% 10
2024
Q2 		$4.33M Buy
20,542
+231
+1% +$43.1K 2.55% 12
2024
Q1 		$3.48M Sell
20,311
-3,496
-15% -$636K 2.25% 12
2023
Q4 		$4.58M Buy
+23,807
New +$4.4M 3.21% 7

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

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

BlueChip Wealth Advisors reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $96.7K and leaving 16,435 shares worth $4.76M. The position accounts for 1.8% of the portfolio, ranked #16.

BlueChip Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.1M in Q3 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BlueChip Wealth Advisors held 16,435 shares of Apple worth $4.76M as of Q2 2026.
  • BlueChip Wealth Advisors sold 338 Apple shares in Q2 2026, an estimated $96.7K.
  • Apple made up 1.8% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • BlueChip Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • BlueChip Wealth Advisors's Apple position peaked at $5.1M in Q3 2025.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.