AAPL APPLE INC

Ownership history in Blankinship & Foster, LLC  ·  37 quarters on record

AI Ownership Summary

Blankinship & Foster, LLC reported APPLE INC (AAPL) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.89% in 2024 Q3. The latest visible filing shows AAPL at 1.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blankinship & Foster, LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAPL was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.89% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blankinship & Foster, LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 29,261 +10,652 +57.2% 1.64% $7.4M 2026-04-17 $270.23
2025 Q4 REDUCED 18,609 -105 -0.6% 1.09% $5.1M 2026-01-23 $247.81
2025 Q3 REDUCED 18,714 -2,381 -11.3% 1.04% $4.8M 2025-11-03 $268.54
2025 Q2 REDUCED 21,095 -3,345 -13.7% 1.01% $4.3M 2025-08-08 $228.65
2025 Q1 REDUCED 24,440 -182 -0.7% 1.37% $5.4M 2025-05-06 $197.65
2024 Q4 REDUCED 24,622 -12,178 -33.1% 1.52% $6.2M 2025-02-07 $226.39
2024 Q3 REDUCED 36,800 -143,687 -79.6% 0.64% $3.9M 2024-11-25 $231.60
2024 Q3 ADDED 180,487 +152,334 +541.1% 6.89% $42.1M 2024-11-25 $231.60
2024 Q2 REDUCED 28,153 -307 -1.1% 1.27% $4.8M 2024-08-14 $220.27
2023 Q4 ADDED 28,460 +449 +1.6% 1.56% $5.5M 2024-02-09 $187.15
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Blankinship & Foster, LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blankinship & Foster, LLC reported owning AAPL?

Blankinship & Foster, LLC reported AAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in Blankinship & Foster, LLC's portfolio?

The largest reported portfolio weight for AAPL was 6.89% in 2024 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Blankinship & Foster, LLC reported 29,261 shares, equal to 1.64% of portfolio, with an estimated market value of $7.4M.

What does the chart on this AAPL ownership page compare?

The chart compares Blankinship & Foster, LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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