Bollard Group’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 | $16.3M | Buy |
64,182
+3,025
| +5% | +$787K | 0.48% | 36 |
|
|
2025
Q4 | $16.6M | Sell |
61,157
-6,064
| -9% | -$1.63M | 0.42% | 29 |
|
|
2025
Q3 | $17.1M | Buy |
67,221
+1,299
| +2% | +$293K | 0.4% | 31 |
|
|
2025
Q2 | $13.5M | Buy |
65,922
+50,347
| +323% | +$10.2M | 0.31% | 33 |
|
|
2025
Q1 | $3.46M | Buy |
15,575
+17
| +0.1% | +$3.94K | 0.09% | 67 |
|
|
2024
Q4 | $3.9M | Buy |
15,558
+17
| +0.1% | +$4.01K | 0.11% | 59 |
|
|
2024
Q3 | $3.62M | Buy |
15,541
+18
| +0.1% | +$4.02K | 0.1% | 66 |
|
|
2024
Q2 | $3.27M | Buy |
15,523
+20
| +0.1% | +$3.73K | 0.09% | 66 |
|
|
2024
Q1 | $2.66M | Buy |
15,503
+21
| +0.1% | +$3.82K | 0.08% | 72 |
|
|
2023
Q4 | $2.98M | Buy |
15,482
+19
| +0.1% | +$3.51K | 0.1% | 66 |
|
|
2023
Q3 | $2.65M | Sell |
15,463
-1,319
| -8% | -$242K | 0.1% | 70 |
|
|
2023
Q2 | $3.25M | Buy |
16,782
+1,152
| +7% | +$201K | 0.11% | 73 |
|
|
2023
Q1 | $2.58M | Buy |
15,630
+24
| +0.2% | +$3.54K | 0.09% | 78 |
|
|
2022
Q4 | $2.03M | Sell |
15,606
-634
| -4% | -$90.6K | 0.08% | 86 |
|
|
2022
Q3 | $2.24M | Sell |
16,240
-96,782
| -86% | -$15.2M | 0.09% | 84 |
|
|
2022
Q2 | $15.5M | Buy |
113,022
+30
| +0% | +$4.54K | 0.63% | 27 |
|
|
2022
Q1 | $19.7M | Buy |
112,992
+128
| +0.1% | +$21.5K | 0.63% | 25 |
|
|
2021
Q4 | $20M | Buy |
112,864
+165
| +0.1% | +$26.1K | 0.64% | 30 |
|
|
2021
Q3 | $15.9M | Sell |
112,699
-352
| -0.3% | -$51.8K | 0.52% | 34 |
|
|
2021
Q2 | $15.5M | Buy |
113,051
+198
| +0.2% | +$25.7K | 0.49% | 32 |
|
|
2021
Q1 | $13.8M | Buy |
112,853
+143
| +0.1% | +$18.4K | 0.48% | 33 |
|
|
2020
Q4 | $15M | Sell |
112,710
-1,379
| -1% | -$166K | 0.56% | 29 |
|
|
2020
Q3 | $13.2M | Sell |
114,089
-459
| -0.4% | -$50.1K | 0.48% | 33 |
|
|
2020
Q2 | $10.4M | Buy |
114,548
+8,208
| +8% | +$636K | 0.41% | 40 |
|
|
2020
Q1 | $6.76M | Buy |
106,340
+3,948
| +4% | +$290K | 0.3% | 52 |
|
|
2019
Q4 | $7.52M | Sell |
102,392
-8,192
| -7% | -$527K | 0.24% | 58 |
|
|
2019
Q3 | $6.19M | Buy |
110,584
+72
| +0.1% | +$3.76K | 0.22% | 66 |
|
|
2019
Q2 | $5.47M | Buy |
110,512
+80
| +0.1% | +$3.9K | 0.19% | 76 |
|
|
2019
Q1 | $5.24M | Sell |
110,432
-1,516
| -1% | -$64.3K | 0.2% | 71 |
|
|
2018
Q4 | $4.42M | Buy |
111,948
+8,072
| +8% | +$391K | 0.19% | 60 |
|
|
2018
Q3 | $5.86M | Buy |
103,876
+64
| +0.1% | +$3.33K | 0.24% | 53 |
|
|
2018
Q2 | $4.8M | Sell |
103,812
-1,932
| -2% | -$87.6K | 0.22% | 57 |
|
|
2018
Q1 | $4.43M | Buy |
105,744
+72
| +0.1% | +$3.1K | 0.22% | 61 |
|
|
2017
Q4 | $4.47M | Buy |
105,672
+72
| +0.1% | +$3.01K | 0.21% | 58 |
|
|
2017
Q3 | $4.07M | Buy |
105,600
+44
| +0% | +$1.71K | 0.21% | 58 |
|
|
2017
Q2 | $3.8M | Buy |
105,556
+44
| +0% | +$1.63K | 0.21% | 67 |
|
|
2017
Q1 | $3.79M | Buy |
105,512
+11,448
| +12% | +$377K | 0.22% | 67 |
|
|
2016
Q4 | $2.72M | Buy |
94,064
+56
| +0.1% | +$1.59K | 0.18% | 81 |
|
|
2016
Q3 | $2.66M | Buy |
94,008
+8,736
| +10% | +$231K | 0.17% | 79 |
|
|
2016
Q2 | $2.04M | Buy |
85,272
+12
| +0% | +$298 | 0.14% | 87 |
|
|
2016
Q1 | $2.32M | Buy |
85,260
+12
| +0% | +$299 | 0.19% | 75 |
|
|
2015
Q4 | $2.24M | Buy |
85,248
+12
| +0% | +$343 | 0.18% | 76 |
|
|
2015
Q3 | $2.35M | Buy |
85,236
+1,684
| +2% | +$49.4K | 0.19% | 74 |
|
|
2015
Q2 | $2.62M | Buy |
83,552
+304
| +0.4% | +$9.72K | 0.2% | 71 |
|
|
2015
Q1 | $2.59M | Sell |
83,248
-74,392
| -47% | -$2.25M | 0.19% | 75 |
|
|
2014
Q4 | $4.35M | Buy |
157,640
+624
| +0.4% | +$17K | 0.38% | 43 |
|
|
2014
Q3 | $3.96M | Buy |
157,016
+3,240
| +2% | +$79.5K | 0.37% | 47 |
|
|
2014
Q2 | $3.57M | Sell |
153,776
-8,400
| -5% | -$179K | 0.35% | 49 |
|
|
2014
Q1 | $3.11M | Hold |
162,176
| – | – | 0.31% | 47 |
|
|
2013
Q4 | $3.25M | Sell |
162,176
-44,044
| -21% | -$832K | 0.36% | 47 |
|
|
2013
Q3 | $3.51M | Buy |
206,220
+146,244
| +244% | +$2.42M | 0.41% | 43 |
|
|
2013
Q2 | $849K | Buy |
+59,976
| New | +$923K | 0.16% | 79 |
|
Other funds holding AAPL
VCM
VPM
Bollard Group's AAPL Position: Q1 2026 in Review
Bollard Group increased its Apple (AAPL) stake by 4.9% in Q1 2026, buying an estimated $787K and bringing the position to 64,182 shares worth $16.3M. The position accounts for 0.48% of the portfolio, ranked #36.
Bollard Group first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $20M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Bollard Group held 64,182 shares of Apple worth $16.3M as of Q1 2026.
- Bollard Group bought 3,025 Apple shares in Q1 2026, an estimated $787K.
- Apple made up 0.48% of Bollard Group's portfolio in Q1 2026, its #36 holding.
- Bollard Group first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Bollard Group's Apple position peaked at $20M in Q4 2021.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.