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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
Q2 		$6.5M Buy
22,472
+66
+0.3% +$18.9K 5.27% 4
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 $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

Bolthouse Investments's AAPL Position: Q2 2026 in Review

Bolthouse Investments increased its Apple (AAPL) stake by 0.29% in Q2 2026, buying an estimated $18.9K and bringing the position to 22,472 shares worth $6.5M. The position accounts for 5.27% of the portfolio, ranked #4.

Bolthouse Investments first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bolthouse Investments held 22,472 shares of Apple worth $6.5M as of Q2 2026.
  • Bolthouse Investments bought 66 Apple shares in Q2 2026, an estimated $18.9K.
  • Apple made up 5.27% of Bolthouse Investments's portfolio in Q2 2026, its #4 holding.
  • Bolthouse Investments first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.