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Bolthouse Investments’s Apple AAPL Stock Holding History

Bolthouse Investments’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 		$5.69M Hold
22,406
– – 5.14% 5
2025
Q4 		$6.09M Buy
22,406
+324
+1% +$87K 5.41% 5
2025
Q3 		$5.62M Hold
22,082
– – 5.1% 6
2025
Q2 		$4.53M Sell
22,082
-118
-0.5% -$23.8K 4.49% 6
2025
Q1 		$4.93M Buy
22,200
+19
+0.1% +$4.4K 5.14% 4
2024
Q4 		$5.55M Buy
+22,181
New +$5.23M 5.13% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bolthouse Investments's AAPL Position: Q1 2026 in Review

Bolthouse Investments held its Apple (AAPL) position steady in Q1 2026 at 22,406 shares worth $5.69M. The position accounts for 5.14% of the portfolio, ranked #5.

Bolthouse Investments first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.09M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bolthouse Investments held 22,406 shares of Apple worth $5.69M as of Q1 2026.
  • Bolthouse Investments left its Apple share count unchanged in Q1 2026.
  • Apple made up 5.14% of Bolthouse Investments's portfolio in Q1 2026, its #5 holding.
  • Bolthouse Investments first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Bolthouse Investments's Apple position peaked at $6.09M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.