BlueSky Wealth Advisors’s Apple AAPL Stock Holding History

BlueSky 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	$3.24M	Sell	11,188 -2,082	-16%	-$596K	0.38%	38
2026 Q1	$3.37M	Buy	13,270 +2,703	+26%	+$703K	0.43%	37
2025 Q4	$2.87M	Sell	10,567 -43	-0.4%	-$11.5K	0.38%	31
2025 Q3	$2.7M	Buy	10,610 +1,575	+17%	+$356K	0.36%	32
2025 Q2	$1.85M	Buy	9,035 +451	+5%	+$91.1K	0.27%	33
2025 Q1	$1.91M	Buy	8,584 +80	+0.9%	+$18.5K	0.3%	33
2024 Q4	$2.13M	Sell	8,504 -73	-0.9%	-$17.2K	0.33%	32
2024 Q3	$2M	Buy	8,577 +61	+0.7%	+$13.6K	0.31%	34
2024 Q2	$1.79M	Buy	8,516 +2,521	+42%	+$470K	0.3%	34
2024 Q1	$1.03M	Buy	5,995 +1,865	+45%	+$339K	0.8%	18
2023 Q4	$795K	Sell	4,130 -734	-15%	-$136K	0.15%	40
2023 Q3	$833K	Buy	4,864 +115	+2%	+$21.1K	0.17%	40
2023 Q2	$921K	Sell	4,749 -16,871	-78%	-$2.94M	0.19%	39
2023 Q1	$3.57M	Buy	21,620 +100	+0.5%	+$14.8K	0.74%	26
2022 Q4	$2.8M	Sell	21,520 -1,102	-5%	-$157K	0.62%	27
2022 Q3	$3.13M	Buy	22,622 +17,088	+309%	+$2.68M	0.73%	27
2022 Q2	$757K	Sell	5,534 -423	-7%	-$64.1K	0.17%	38
2022 Q1	$1.04M	Sell	5,957 -411	-6%	-$69.1K	0.2%	38
2021 Q4	$1.13M	Sell	6,368 -971	-13%	-$153K	0.21%	34
2021 Q3	$1.04M	Buy	7,339 +166	+2%	+$24.4K	0.2%	32
2021 Q2	$1.04M	Sell	7,173 -156	-2%	-$20.2K	0.2%	31
2021 Q1	$962K	Sell	7,329 -1,863	-20%	-$239K	0.22%	28
2020 Q4	$1.22M	Sell	9,192 -1,137	-11%	-$137K	0.29%	29
2020 Q3	$1.25M	Sell	10,329 -887	-8%	-$96.8K	0.33%	28
2020 Q2	$1.02M	Sell	11,216 -1,852	-14%	-$144K	0.29%	29
2020 Q1	$831K	Buy	13,068 +372	+3%	+$27.4K	0.31%	29
2019 Q4	$983K	Sell	12,696 -4,296	-25%	-$276K	0.32%	36
2019 Q3	$964K	Sell	16,992 -3,672	-18%	-$192K	0.33%	36
2019 Q2	$1.02M	Sell	20,664 -6,960	-25%	-$339K	0.36%	34
2019 Q1	$1.38M	Sell	27,624 -3,180	-10%	-$135K	0.5%	31
2018 Q4	$1.19M	Sell	30,804 -408	-1%	-$19.8K	0.46%	33
2018 Q3	$1.77M	Buy	31,212 +196	+0.6%	+$10.2K	0.67%	25
2018 Q2	$1.44M	Sell	31,016 -4,156	-12%	-$188K	0.55%	26
2018 Q1	$1.48M	Sell	35,172 -5,188	-13%	-$223K	0.57%	24
2017 Q4	$1.71M	Sell	40,360 -2,736	-6%	-$114K	0.71%	24
2017 Q3	$1.66M	Sell	43,096 -580	-1%	-$22.5K	0.72%	24
2017 Q2	$1.57M	Sell	43,676 -1,440	-3%	-$53.2K	0.73%	24
2017 Q1	$1.62M	Sell	45,116 -14,000	-24%	-$461K	0.77%	24
2016 Q4	$1.71M	Buy	+59,116	New	+$1.68M	0.84%	24

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

BlueSky Wealth Advisors reduced its Apple (AAPL) stake by 16% in Q2 2026, selling an estimated $596K and leaving 11,188 shares worth $3.24M. The position accounts for 0.38% of the portfolio, ranked #38.

BlueSky Wealth Advisors first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.57M in Q1 2023. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

BlueSky Wealth Advisors held 11,188 shares of Apple worth $3.24M as of Q2 2026.
BlueSky Wealth Advisors sold 2,082 Apple shares in Q2 2026, an estimated $596K.
Apple made up 0.38% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #38 holding.
BlueSky Wealth Advisors first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
BlueSky Wealth Advisors's Apple position peaked at $3.57M in Q1 2023.
6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.