Dumont & Blake Investment Advisors’s Apple AAPL Stock Holding History

Dumont & Blake Investment 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
2020 Q1	–	Sell	-400	Closed	-$29K	–	168
2019 Q4	$29K	Hold	400	–	–	0.01%	173
2019 Q3	$22K	Buy	+400	New	+$20.9K	0.01%	173
2018 Q4	–	Sell	-4,000	Closed	-$226K	–	178
2018 Q3	$226K	Hold	4,000	–	–	0.09%	161
2018 Q2	$185K	Hold	4,000	–	–	0.08%	161
2018 Q1	$168K	Hold	4,000	–	–	0.07%	164
2017 Q4	$169K	Hold	4,000	–	–	0.07%	171
2017 Q3	$154K	Buy	4,000 +3,200	+400%	+$124K	0.07%	169
2017 Q2	$29K	Buy	+800	New	+$29.6K	0.01%	185

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

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.