Boit C.F. David’s Apple AAPL Stock Holding History

Boit C.F. David’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	$8.68M	Hold	30,002	–	–	3.65%	10
2026 Q1	$7.61M	Hold	30,002	–	–	3.38%	10
2025 Q4	$7.78M	Hold	30,002	–	–	3.36%	8
2025 Q3	$7.64M	Hold	30,002	–	–	3.46%	8
2025 Q2	$6.16M	Hold	30,002	–	–	2.96%	10
2025 Q1	$6.66M	Hold	30,002	–	–	3.34%	6
2024 Q4	$7.51M	Buy	30,002 +100	+0.3%	+$23.6K	3.05%	6
2024 Q3	$6.78M	Sell	29,902 -100	-0.3%	-$22.3K	3.36%	7
2024 Q2	$6.32M	Hold	30,002	–	–	3.29%	8
2024 Q1	$5.08M	Hold	30,002	–	–	2.78%	11
2023 Q4	$5.53M	Buy	30,002 +4,600	+18%	+$849K	3.12%	9
2023 Q3	$4.41M	Hold	25,402	–	–	3.02%	10
2023 Q2	$4.93M	Buy	25,402 +1,200	+5%	+$209K	3.27%	9
2023 Q1	$4.26M	Hold	24,202	–	–	2.91%	10
2022 Q4	$3.14M	Buy	24,202 +72	+0.3%	+$10.3K	2.24%	17
2022 Q3	$3.33M	Buy	+24,130	New	+$3.79M	2.71%	11
2022 Q1	$4.21M	Hold	24,130	–	–	2.77%	12
2021 Q4	$4.29M	Hold	24,130	–	–	2.72%	14
2021 Q3	$3.44M	Hold	24,130	–	–	2.36%	14
2021 Q2	$3.31M	Buy	+24,130	New	+$3.13M	2.52%	13

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boit C.F. David's AAPL Position: Q2 2026 in Review

Boit C.F. David held its Apple (AAPL) position steady in Q2 2026 at 30,002 shares worth $8.68M. The position accounts for 3.65% of the portfolio, ranked #10.

Boit C.F. David first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Boit C.F. David held 30,002 shares of Apple worth $8.68M as of Q2 2026.
Boit C.F. David left its Apple share count unchanged in Q2 2026.
Apple made up 3.65% of Boit C.F. David's portfolio in Q2 2026, its #10 holding.
Boit C.F. David first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.