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Minot DeBlois Advisors’s Apple AAPL Stock Holding History

Minot DeBlois 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
2026
Q2 		$4.22M Sell
14,567
-544
-4% -$156K 3.62% 7
2026
Q1 		$3.83M Buy
15,111
+520
+4% +$135K 3.48% 7
2025
Q4 		$3.97M Sell
14,591
-789
-5% -$212K 3.56% 7
2025
Q3 		$3.92M Sell
15,380
-160
-1% -$36.1K 3.55% 7
2025
Q2 		$3.19M Sell
15,540
-114
-0.7% -$23K 3.02% 7
2025
Q1 		$3.48M Sell
15,654
-2,594
-14% -$601K 3.46% 5
2024
Q4 		$4.57M Buy
+18,248
New +$4.3M 4.17% 3

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

Minot DeBlois Advisors's AAPL Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its Apple (AAPL) stake by 3.6% in Q2 2026, selling an estimated $156K and leaving 14,567 shares worth $4.22M. The position accounts for 3.62% of the portfolio, ranked #7.

Minot DeBlois Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.57M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Minot DeBlois Advisors held 14,567 shares of Apple worth $4.22M as of Q2 2026.
  • Minot DeBlois Advisors sold 544 Apple shares in Q2 2026, an estimated $156K.
  • Apple made up 3.62% of Minot DeBlois Advisors's portfolio in Q2 2026, its #7 holding.
  • Minot DeBlois Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's Apple position peaked at $4.57M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.