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B.O.S.S. Retirement Advisors’s Apple AAPL Stock Holding History

B.O.S.S. Retirement 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 		$5.39M Sell
18,624
-667
-3% -$191K 1.46% 15
2026
Q1 		$4.9M Buy
19,291
+2,722
+16% +$708K 1.49% 13
2025
Q4 		$4.5M Sell
16,569
-3,052
-16% -$819K 1.42% 18
2025
Q3 		$5M Buy
19,621
+2,899
+17% +$655K 1.19% 20
2025
Q2 		$3.43M Buy
16,722
+1,077
+7% +$218K 0.86% 27
2025
Q1 		$3.48M Sell
15,645
-644
-4% -$149K 1.01% 23
2024
Q4 		$4.08M Sell
16,289
-101,607
-86% -$23.9M 1.14% 20
2024
Q3 		$27.5M Buy
117,896
+9,484
+9% +$2.12M 5.53% 1
2024
Q2 		$22.8M Buy
108,412
+37,490
+53% +$6.99M 5.84% 1
2024
Q1 		$13.7M Sell
70,922
-12,853
-15% -$2.34M 5.23% 2
2023
Q4 		$16.1M Buy
83,775
+5,765
+7% +$1.06M 3.13% 3
2023
Q3 		$13.4M Buy
78,010
+5,870
+8% +$1.08M 2.87% 4
2023
Q2 		$14M Sell
72,140
-7,577
-10% -$1.32M 2.98% 3
2023
Q1 		$13.1M Sell
79,717
-483
-0.6% -$71.3K 3.09% 3
2022
Q4 		$10.4M Buy
+80,200
New +$11.5M 2.67% 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

B.O.S.S. Retirement Advisors's AAPL Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $191K and leaving 18,624 shares worth $5.39M. The position accounts for 1.46% of the portfolio, ranked #15.

B.O.S.S. Retirement Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.5M in Q3 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 18,624 shares of Apple worth $5.39M as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 667 Apple shares in Q2 2026, an estimated $191K.
  • Apple made up 1.46% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #15 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's Apple position peaked at $27.5M in Q3 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.