BOK Financial Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Sell |
61,006
-2,233
| -4% | -$581K | 0.94% | 18 |
|
|
2025
Q4 | $17.2M | Buy |
63,239
+1,130
| +2% | +$303K | 1.05% | 17 |
|
|
2025
Q3 | $15.8M | Sell |
62,109
-4,316
| -6% | -$975K | 1% | 16 |
|
|
2025
Q2 | $13.6M | Sell |
66,425
-9
| -0% | -$1.82K | 0.91% | 16 |
|
|
2025
Q1 | $14.8M | Sell |
66,434
-5,486
| -8% | -$1.27M | 1.11% | 15 |
|
|
2024
Q4 | $18M | Sell |
71,920
-5,219
| -7% | -$1.23M | 1.31% | 15 |
|
|
2024
Q3 | $18M | Sell |
77,139
-952
| -1% | -$213K | 1.3% | 15 |
|
|
2024
Q2 | $16.4M | Sell |
78,091
-1,714
| -2% | -$320K | 1.2% | 17 |
|
|
2024
Q1 | $13.7M | Sell |
79,805
-710
| -0.9% | -$129K | 1.02% | 17 |
|
|
2023
Q4 | $15.5M | Sell |
80,515
-717
| -0.9% | -$132K | 1.26% | 17 |
|
|
2023
Q3 | $13.9M | Sell |
81,232
-2,938
| -3% | -$539K | 1.22% | 17 |
|
|
2023
Q2 | $16.3M | Sell |
84,170
-1,064
| -1% | -$185K | 1.33% | 17 |
|
|
2023
Q1 | $14.1M | Sell |
85,234
-5,482
| -6% | -$809K | 1.13% | 17 |
|
|
2022
Q4 | $11.8M | Sell |
90,716
-4,023
| -4% | -$575K | 0.98% | 18 |
|
|
2022
Q3 | $13.1M | Sell |
94,739
-9,563
| -9% | -$1.5M | 1.18% | 16 |
|
|
2022
Q2 | $14.3M | Sell |
104,302
-68,408
| -40% | -$10.4M | 1.27% | 17 |
|
|
2022
Q1 | $30.2M | Buy |
172,710
+9,384
| +6% | +$1.58M | 2.14% | 12 |
|
|
2021
Q4 | $29M | Buy |
163,326
+604
| +0.4% | +$95.5K | 2% | 15 |
|
|
2021
Q3 | $23M | Buy |
162,722
+1,285
| +0.8% | +$189K | 1.84% | 16 |
|
|
2021
Q2 | $22.1M | Buy |
161,437
+10,286
| +7% | +$1.33M | 1.8% | 16 |
|
|
2021
Q1 | $18.5M | Buy |
151,151
+637
| +0.4% | +$81.8K | 1.68% | 15 |
|
|
2020
Q4 | $20M | Sell |
150,514
-1,161
| -0.8% | -$140K | 1.9% | 14 |
|
|
2020
Q3 | $17.6M | Sell |
151,675
-9,029
| -6% | -$985K | 1.83% | 14 |
|
|
2020
Q2 | $14.7M | Sell |
160,704
-26,196
| -14% | -$2.03M | 1.53% | 15 |
|
|
2020
Q1 | $11.9M | Sell |
186,900
-137,196
| -42% | -$10.1M | 1.44% | 19 |
|
|
2019
Q4 | $23.8M | Buy |
324,096
+258,972
| +398% | +$16.7M | 2.01% | 12 |
|
|
2019
Q3 | $3.65M | Buy |
65,124
+3,144
| +5% | +$164K | 0.51% | 26 |
|
|
2019
Q2 | $3.07M | Buy |
61,980
+6,180
| +11% | +$301K | 0.45% | 30 |
|
|
2019
Q1 | $2.65M | Sell |
55,800
-2,692
| -5% | -$114K | 0.35% | 30 |
|
|
2018
Q4 | $2.31M | Buy |
58,492
+14,624
| +33% | +$709K | 0.31% | 34 |
|
|
2018
Q3 | $2.48M | Hold |
43,868
| – | – | 0.39% | 23 |
|
|
2018
Q2 | $2.03M | Sell |
43,868
-11,244
| -20% | -$510K | 0.33% | 24 |
|
|
2018
Q1 | $2.31M | Sell |
55,112
-4,564
| -8% | -$196K | 0.38% | 22 |
|
|
2017
Q4 | $2.52M | Sell |
59,676
-1,036
| -2% | -$43.3K | 0.4% | 21 |
|
|
2017
Q3 | $2.34M | Sell |
60,712
-29,160
| -32% | -$1.13M | 0.38% | 22 |
|
|
2017
Q2 | $3.24M | Sell |
89,872
-2,312
| -3% | -$85.5K | 0.47% | 23 |
|
|
2017
Q1 | $3.31M | Sell |
92,184
-4,488
| -5% | -$148K | 0.47% | 23 |
|
|
2016
Q4 | $2.8M | Sell |
96,672
-10,700
| -10% | -$303K | 0.42% | 24 |
|
|
2016
Q3 | $3.04M | Sell |
107,372
-5,060
| -5% | -$134K | 0.46% | 24 |
|
|
2016
Q2 | $2.69M | Buy |
112,432
+53,084
| +89% | +$1.32M | 0.43% | 24 |
|
|
2016
Q1 | $1.62M | Buy |
59,348
+640
| +1% | +$15.9K | 0.27% | 24 |
|
|
2015
Q4 | $1.54M | Sell |
58,708
-1,960
| -3% | -$56K | 0.26% | 24 |
|
|
2015
Q3 | $1.67M | Buy |
60,668
+8,964
| +17% | +$263K | 0.29% | 24 |
|
|
2015
Q2 | $1.62M | Buy |
51,704
+128
| +0.2% | +$4.09K | 0.27% | 24 |
|
|
2015
Q1 | $1.6M | Sell |
51,576
-176
| -0.3% | -$5.31K | 0.27% | 24 |
|
|
2014
Q4 | $1.43M | Buy |
51,752
+4
| +0% | +$109 | 0.23% | 24 |
|
|
2014
Q3 | $1.3M | Hold |
51,748
| – | – | 0.22% | 24 |
|
|
2014
Q2 | $1.2M | Sell |
51,748
-3,692
| -7% | -$78.6K | 0.2% | 25 |
|
|
2014
Q1 | $1.06M | Hold |
55,440
| – | – | 0.19% | 29 |
|
|
2013
Q4 | $1.11M | Hold |
55,440
| – | – | 0.2% | 24 |
|
|
2013
Q3 | $944K | Buy |
55,440
+11,200
| +25% | +$186K | 0.19% | 27 |
|
|
2013
Q2 | $627K | Buy |
+44,240
| New | +$681K | 0.14% | 26 |
|
Other funds holding AAPL
VCM
VPM
BOK Financial Private Wealth's AAPL Position: Q1 2026 in Review
BOK Financial Private Wealth reduced its Apple (AAPL) stake by 3.5% in Q1 2026, selling an estimated $581K and leaving 61,006 shares worth $15.5M. The position accounts for 0.94% of the portfolio, ranked #18.
BOK Financial Private Wealth first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.2M in Q1 2022. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- BOK Financial Private Wealth held 61,006 shares of Apple worth $15.5M as of Q1 2026.
- BOK Financial Private Wealth sold 2,233 Apple shares in Q1 2026, an estimated $581K.
- Apple made up 0.94% of BOK Financial Private Wealth's portfolio in Q1 2026, its #18 holding.
- BOK Financial Private Wealth first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- BOK Financial Private Wealth's Apple position peaked at $30.2M in Q1 2022.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.