Balboa Wealth Partners’s Apple AAPL Stock Holding History

Balboa Wealth Partners’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 Q1	$17.9M	Buy	70,637 +936	+1%	+$244K	3.01%	5
2025 Q4	$18.9M	Sell	69,701 -42	-0.1%	-$11.3K	3.13%	4
2025 Q3	$17.8M	Sell	69,743 -87	-0.1%	-$19.7K	3.06%	4
2025 Q2	$14.3M	Buy	69,830 +1,346	+2%	+$272K	2.87%	4
2025 Q1	$15.2M	Sell	68,484 -2,251	-3%	-$521K	3.67%	5
2024 Q4	$17.7M	Sell	70,735 -1,777	-2%	-$419K	4.04%	4
2024 Q3	$16.9M	Sell	72,512 -4,171	-5%	-$931K	4.21%	4
2024 Q2	$16.2M	Buy	76,683 +4,049	+6%	+$755K	4.26%	4
2024 Q1	$12.5M	Sell	72,634 -10,569	-13%	-$1.92M	3.67%	6
2023 Q4	$16M	Sell	83,203 -2,378	-3%	-$439K	5.32%	4
2023 Q3	$14.7M	Sell	85,581 -4,994	-6%	-$916K	5.5%	4
2023 Q2	$17.6M	Sell	90,575 -786	-0.9%	-$137K	6.13%	3
2023 Q1	$15.1M	Sell	91,361 -7,793	-8%	-$1.15M	5.69%	3
2022 Q4	$12.9M	Sell	99,154 -4,001	-4%	-$572K	5.81%	3
2022 Q3	$14.3M	Buy	+103,155	New	+$16.2M	6.27%	3

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return