Dumont & Blake Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8M | Sell |
70,280
-1,355
| -2% | -$353K | 4.46% | 3 |
|
|
2025
Q4 | $19.5M | Buy |
71,635
+2,565
| +4% | +$689K | 4.68% | 3 |
|
|
2025
Q3 | $17.6M | Sell |
69,070
-788
| -1% | -$178K | 4.27% | 3 |
|
|
2025
Q2 | $14.3M | Buy |
69,858
+217
| +0.3% | +$43.8K | 3.74% | 5 |
|
|
2025
Q1 | $15.5M | Sell |
69,641
-578
| -0.8% | -$134K | 4.34% | 4 |
|
|
2024
Q4 | $17.6M | Sell |
70,219
-383
| -0.5% | -$90.3K | 4.72% | 3 |
|
|
2024
Q3 | $16.5M | Sell |
70,602
-71,337
| -50% | -$15.9M | 4.39% | 4 |
|
|
2024
Q2 | $29.9M | Buy |
141,939
+70,317
| +98% | +$13.1M | 4.23% | 4 |
|
|
2024
Q1 | $12.3M | Buy |
71,622
+676
| +1% | +$123K | 3.53% | 5 |
|
|
2023
Q4 | $13.7M | Sell |
70,946
-1,712
| -2% | -$316K | 4.23% | 4 |
|
|
2023
Q3 | $12.4M | Sell |
72,658
-167
| -0.2% | -$30.6K | 4.21% | 4 |
|
|
2023
Q2 | $14.1M | Sell |
72,825
-1,351
| -2% | -$235K | 4.59% | 4 |
|
|
2023
Q1 | $12.2M | Sell |
74,176
-1,697
| -2% | -$250K | 4.15% | 4 |
|
|
2022
Q4 | $9.86M | Sell |
75,873
-175
| -0.2% | -$25K | 3.49% | 4 |
|
|
2022
Q3 | $10.5M | Sell |
76,048
-181
| -0.2% | -$28.4K | 3.93% | 4 |
|
|
2022
Q2 | $10.4M | Sell |
76,229
-1,140
| -1% | -$173K | 3.4% | 4 |
|
|
2022
Q1 | $13.5M | Sell |
77,369
-5,297
| -6% | -$891K | 3.69% | 4 |
|
|
2021
Q4 | $14.7M | Buy |
82,666
+299
| +0.4% | +$47.3K | 3.83% | 4 |
|
|
2021
Q3 | $11.7M | Sell |
82,367
-2,329
| -3% | -$343K | 3.33% | 4 |
|
|
2021
Q2 | $11.6M | Buy |
84,696
+87
| +0.1% | +$11.3K | 3.3% | 4 |
|
|
2021
Q1 | $10.3M | Buy |
84,609
+1,119
| +1% | +$144K | 3.17% | 4 |
|
|
2020
Q4 | $11.1M | Sell |
83,490
-2,117
| -2% | -$255K | 3.79% | 4 |
|
|
2020
Q3 | $9.91M | Buy |
85,607
+1,395
| +2% | +$152K | 3.77% | 3 |
|
|
2020
Q2 | $7.68M | Sell |
84,212
-5,268
| -6% | -$408K | 3.21% | 4 |
|
|
2020
Q1 | $5.69M | Buy |
89,480
+836
| +0.9% | +$61.5K | 2.92% | 5 |
|
|
2019
Q4 | $6.51M | Buy |
88,644
+36
| +0% | +$2.32K | 2.56% | 6 |
|
|
2019
Q3 | $4.96M | Sell |
88,608
-580
| -0.7% | -$30.3K | 2.09% | 7 |
|
|
2019
Q2 | $4.41M | Sell |
89,188
-10,252
| -10% | -$500K | 1.84% | 9 |
|
|
2019
Q1 | $4.72M | Sell |
99,440
-92
| -0.1% | -$3.9K | 2% | 6 |
|
|
2018
Q4 | $3.92M | Sell |
99,532
-9,252
| -9% | -$449K | 1.84% | 9 |
|
|
2018
Q3 | $6.14M | Buy |
108,784
+6,088
| +6% | +$317K | 2.39% | 5 |
|
|
2018
Q2 | $4.75M | Sell |
102,696
-2,988
| -3% | -$136K | 1.99% | 6 |
|
|
2018
Q1 | $4.43M | Buy |
105,684
+864
| +0.8% | +$37.2K | 1.89% | 7 |
|
|
2017
Q4 | $4.43M | Sell |
104,820
-456
| -0.4% | -$19.1K | 1.8% | 7 |
|
|
2017
Q3 | $4.06M | Sell |
105,276
-16,752
| -14% | -$650K | 1.74% | 6 |
|
|
2017
Q2 | $4.39M | Sell |
122,028
-1,276
| -1% | -$47.2K | 1.95% | 6 |
|
|
2017
Q1 | $4.43M | Sell |
123,304
-3,048
| -2% | -$100K | 2% | 6 |
|
|
2016
Q4 | $3.66M | Buy |
126,352
+508
| +0.4% | +$14.4K | 1.72% | 7 |
|
|
2016
Q3 | $3.56M | Sell |
125,844
-7,052
| -5% | -$187K | 1.75% | 7 |
|
|
2016
Q2 | $3.18M | Sell |
132,896
-1,652
| -1% | -$41.1K | 1.59% | 9 |
|
|
2016
Q1 | $3.67M | Sell |
134,548
-1,912
| -1% | -$47.6K | 1.9% | 8 |
|
|
2015
Q4 | $3.59M | Sell |
136,460
-8,656
| -6% | -$247K | 1.83% | 8 |
|
|
2015
Q3 | $4M | Buy |
145,116
+6,608
| +5% | +$194K | 2.16% | 6 |
|
|
2015
Q2 | $4.34M | Buy |
138,508
+1,204
| +0.9% | +$38.5K | 2.12% | 6 |
|
|
2015
Q1 | $4.27M | Buy |
137,304
+2,068
| +2% | +$62.4K | 2.07% | 5 |
|
|
2014
Q4 | $3.73M | Buy |
135,236
+1,024
| +0.8% | +$27.9K | 1.85% | 7 |
|
|
2014
Q3 | $3.38M | Buy |
134,212
+2,244
| +2% | +$55.1K | 1.74% | 7 |
|
|
2014
Q2 | $3.07M | Sell |
131,968
-80
| -0.1% | -$1.7K | 1.54% | 10 |
|
|
2014
Q1 | $2.53M | Sell |
132,048
-2,044
| -2% | -$38.9K | 1.32% | 14 |
|
|
2013
Q4 | $2.69M | Sell |
134,092
-11,060
| -8% | -$209K | 1.39% | 11 |
|
|
2013
Q3 | $2.47M | Buy |
145,152
+448
| +0.3% | +$7.43K | 1.17% | 18 |
|
|
2013
Q2 | $2.05M | Buy |
+144,704
| New | +$2.23M | 1.23% | 20 |
|
Other funds holding AAPL
VCM
VPM
Dumont & Blake Investment Advisors's AAPL Position: Q1 2026 in Review
Dumont & Blake Investment Advisors reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $353K and leaving 70,280 shares worth $17.8M. The position accounts for 4.46% of the portfolio, ranked #3.
Dumont & Blake Investment Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.9M in Q2 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Dumont & Blake Investment Advisors held 70,280 shares of Apple worth $17.8M as of Q1 2026.
- Dumont & Blake Investment Advisors sold 1,355 Apple shares in Q1 2026, an estimated $353K.
- Apple made up 4.46% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #3 holding.
- Dumont & Blake Investment Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Dumont & Blake Investment Advisors's Apple position peaked at $29.9M in Q2 2024.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.