BlueStem Wealth Partners’s Apple AAPL Stock Holding History

BlueStem Wealth Partners’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 Q1	$5M	Buy	19,692 +295	+2%	+$76.8K	0.56%	35
2025 Q4	$5.27M	Sell	19,397 -180	-0.9%	-$48.3K	0.58%	33
2025 Q3	$4.98M	Buy	19,577 +495	+3%	+$112K	0.57%	29
2025 Q2	$3.92M	Buy	19,082 +705	+4%	+$142K	0.48%	30
2025 Q1	$4.08M	Buy	18,377 +465	+3%	+$108K	0.56%	25
2024 Q4	$4.49M	Buy	+17,912	New	+$4.22M	0.59%	23

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlueStem Wealth Partners's AAPL Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Apple (AAPL) stake by 1.5% in Q1 2026, buying an estimated $76.8K and bringing the position to 19,692 shares worth $5M. The position accounts for 0.56% of the portfolio, ranked #35.

BlueStem Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.27M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

BlueStem Wealth Partners held 19,692 shares of Apple worth $5M as of Q1 2026.
BlueStem Wealth Partners bought 295 Apple shares in Q1 2026, an estimated $76.8K.
Apple made up 0.56% of BlueStem Wealth Partners's portfolio in Q1 2026, its #35 holding.
BlueStem Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Apple position peaked at $5.27M in Q4 2025.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.