Balboa Wealth Partners
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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
Q3 		$23.6M Sell
70,782
-1,226
-2% -$394K 3.15% 6
2026
Q2 		$20.8M Buy
72,008
+1,371
+2% +$392K 2.84% 5
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Balboa Wealth Partners's AAPL Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Apple (AAPL) stake by 1.7% in Q3 2026, selling an estimated $394K and leaving 70,782 shares worth $23.6M. The position accounts for 3.15% of the portfolio, ranked #6.

Balboa Wealth Partners first reported a position in AAPL in Q3 2022 and has held it in 17 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Balboa Wealth Partners held 70,782 shares of Apple worth $23.6M as of Q3 2026.
  • Balboa Wealth Partners sold 1,226 Apple shares in Q3 2026, an estimated $394K.
  • Apple made up 3.15% of Balboa Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Balboa Wealth Partners first reported a position in Apple in Q3 2022 and has held it in 17 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.