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Bluestem Financial Advisors’s Apple AAPL Stock Holding History

Bluestem Financial 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 		$794K Sell
2,744
-19
-0.7% -$5.43K 0.28% 24
2026
Q1 		$701K Sell
2,763
-185
-6% -$48.1K 0.27% 25
2025
Q4 		$801K Buy
2,948
+501
+20% +$134K 0.31% 23
2025
Q3 		$623K Hold
2,447
– – 0.24% 24
2025
Q2 		$502K Sell
2,447
-411
-14% -$83K 0.22% 25
2025
Q1 		$635K Sell
2,858
-243
-8% -$56.3K 0.3% 22
2024
Q4 		$777K Buy
3,101
+94
+3% +$22.2K 0.37% 22
2024
Q3 		$701K Sell
3,007
-49
-2% -$10.9K 0.33% 22
2024
Q2 		$644K Sell
3,056
-4
-0.1% -$746 0.33% 21
2024
Q1 		$525K Hold
3,060
– – 0.27% 21
2023
Q4 		$589K Sell
3,060
-102
-3% -$18.8K 0.34% 21
2023
Q3 		$541K Buy
3,162
+4
+0.1% +$734 0.33% 21
2023
Q2 		$613K Sell
3,158
-278
-8% -$48.4K 0.37% 21
2023
Q1 		$567K Buy
3,436
+1
+0% +$148 0.35% 21
2022
Q4 		$446K Sell
3,435
-121
-3% -$17.3K 0.29% 21
2022
Q3 		$491K Sell
3,556
-162
-4% -$25.4K 0.35% 21
2022
Q2 		$508K Sell
3,718
-156
-4% -$23.6K 0.35% 20
2022
Q1 		$677K Hold
3,874
– – 0.42% 20
2021
Q4 		$688K Buy
3,874
+99
+3% +$15.6K 0.43% 17
2021
Q3 		$534K Sell
3,775
-349
-8% -$51.4K 0.35% 18
2021
Q2 		$565K Buy
4,124
+1
+0% +$130 0.38% 17
2021
Q1 		$504K Buy
4,123
+1
+0% +$128 0.36% 18
2020
Q4 		$547K Sell
4,122
-63
-2% -$7.58K 0.4% 17
2020
Q3 		$485K Sell
4,185
-39
-0.9% -$4.25K 0.41% 17
2020
Q2 		$385K Hold
4,224
– – 0.35% 17
2020
Q1 		$268K Sell
4,224
-196
-4% -$14.4K 0.29% 17
2019
Q4 		$325K Buy
+4,420
New +$284K 0.3% 16

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

Bluestem Financial Advisors's AAPL Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Apple (AAPL) stake by 0.69% in Q2 2026, selling an estimated $5.43K and leaving 2,744 shares worth $794K. The position accounts for 0.28% of the portfolio, ranked #24.

Bluestem Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $801K in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bluestem Financial Advisors held 2,744 shares of Apple worth $794K as of Q2 2026.
  • Bluestem Financial Advisors sold 19 Apple shares in Q2 2026, an estimated $5.43K.
  • Apple made up 0.28% of Bluestem Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Bluestem Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Bluestem Financial Advisors's Apple position peaked at $801K in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.