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Boltwood Capital Management’s Apple AAPL Stock Holding History

Boltwood Capital Management’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 		$11.2M Buy
38,842
+1,060
+3% +$303K 2.58% 6
2026
Q1 		$9.59M Buy
37,782
+1,408
+4% +$366K 2.45% 6
2025
Q4 		$9.89M Sell
36,374
-20
-0.1% -$5.37K 2.57% 7
2025
Q3 		$9.27M Buy
36,394
+190
+0.5% +$42.9K 2.47% 9
2025
Q2 		$7.43M Buy
36,204
+2,098
+6% +$424K 2.11% 9
2025
Q1 		$7.58M Buy
34,106
+2,248
+7% +$521K 2.3% 8
2024
Q4 		$7.98M Sell
31,858
-5,169
-14% -$1.22M 2.43% 8
2024
Q3 		$8.63M Buy
37,027
+1,381
+4% +$308K 2.56% 8
2024
Q2 		$7.51M Sell
35,646
-727
-2% -$136K 2.35% 8
2024
Q1 		$6.24M Sell
36,373
-805
-2% -$146K 1.93% 13
2023
Q4 		$7.16M Buy
37,178
+1,021
+3% +$189K 2.37% 7
2023
Q3 		$6.19M Sell
36,157
-15
-0% -$2.75K 2.29% 7
2023
Q2 		$7.02M Sell
36,172
-300
-0.8% -$52.3K 2.53% 7
2023
Q1 		$6.01M Buy
36,472
+2,745
+8% +$405K 2.25% 7
2022
Q4 		$4.38M Sell
33,727
-194
-0.6% -$27.7K 1.78% 12
2022
Q3 		$4.69M Sell
33,921
-250
-0.7% -$39.2K 2.15% 10
2022
Q2 		$4.67M Sell
34,171
-535
-2% -$81K 2.02% 11
2022
Q1 		$6.06M Sell
34,706
-439
-1% -$73.8K 2.34% 5
2021
Q4 		$6.24M Buy
35,145
+91
+0.3% +$14.4K 2.31% 5
2021
Q3 		$4.96M Sell
35,054
-700
-2% -$103K 2% 9
2021
Q2 		$4.9M Sell
35,754
-6,160
-15% -$798K 2.03% 9
2021
Q1 		$5.12M Sell
41,914
-875
-2% -$112K 2.27% 7
2020
Q4 		$5.68M Sell
42,789
-3,163
-7% -$380K 2.76% 3
2020
Q3 		$5.32M Sell
45,952
-400
-0.9% -$43.6K 2.97% 3
2020
Q2 		$4.23M Sell
46,352
-2,840
-6% -$220K 2.55% 3
2020
Q1 		$3.13M Sell
49,192
-1,408
-3% -$104K 2.21% 8
2019
Q4 		$3.71M Sell
50,600
-15,400
-23% -$991K 2.08% 7
2019
Q3 		$3.7M Sell
66,000
-624
-0.9% -$32.6K 2.33% 6
2019
Q2 		$3.3M Sell
66,624
-80
-0.1% -$3.9K 2.1% 6
2019
Q1 		$3.17M Sell
66,704
-1,148
-2% -$48.7K 2.07% 7
2018
Q4 		$2.67M Sell
67,852
-13,832
-17% -$671K 1.83% 14
2018
Q3 		$4.61M Sell
81,684
-1,232
-1% -$64.2K 2.75% 3
2018
Q2 		$3.84M Sell
82,916
-10,344
-11% -$469K 2.5% 6
2018
Q1 		$3.91M Sell
93,260
-5,516
-6% -$237K 2.68% 6
2017
Q4 		$4.18M Buy
98,776
+3,780
+4% +$158K 2.56% 5
2017
Q3 		$3.66M Sell
94,996
-260
-0.3% -$10.1K 2.38% 9
2017
Q2 		$3.43M Sell
95,256
-700
-0.7% -$25.9K 2.32% 9
2017
Q1 		$3.45M Buy
95,956
+3,340
+4% +$110K 2.41% 9
2016
Q4 		$2.68M Buy
92,616
+400
+0.4% +$11.3K 2.05% 9
2016
Q3 		$2.61M Buy
92,216
+1,080
+1% +$28.6K 2.09% 9
2016
Q2 		$2.18M Buy
91,136
+43,140
+90% +$1.07M 1.81% 14
2016
Q1 		$1.31M Buy
47,996
+20,000
+71% +$498K 1.15% 30
2015
Q4 		$737K Buy
27,996
+5,216
+23% +$149K 0.68% 47
2015
Q3 		$628K Sell
22,780
-160
-0.7% -$4.69K 0.67% 50
2015
Q2 		$719K Sell
22,940
-600
-3% -$19.2K 0.71% 47
2015
Q1 		$732K Sell
23,540
-360
-2% -$10.9K 0.21% 64
2014
Q4 		$660K Sell
23,900
-180
-0.7% -$4.9K 0.19% 71
2014
Q3 		$607K Sell
24,080
-14,000
-37% -$344K 0.18% 73
2014
Q2 		$885K Buy
38,080
+14,560
+62% +$310K 0.26% 59
2014
Q1 		$451K Hold
23,520
– – 0.14% 73
2013
Q4 		$471K Sell
23,520
-280
-1% -$5.29K 0.15% 72
2013
Q3 		$405K Buy
23,800
+2,660
+13% +$44.1K 0.15% 72
2013
Q2 		$299K Buy
+21,140
New +$325K 0.12% 77

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Boltwood Capital Management's AAPL Position: Q2 2026 in Review

Boltwood Capital Management increased its Apple (AAPL) stake by 2.8% in Q2 2026, buying an estimated $303K and bringing the position to 38,842 shares worth $11.2M. The position accounts for 2.58% of the portfolio, ranked #6.

Boltwood Capital Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Boltwood Capital Management held 38,842 shares of Apple worth $11.2M as of Q2 2026.
  • Boltwood Capital Management bought 1,060 Apple shares in Q2 2026, an estimated $303K.
  • Apple made up 2.58% of Boltwood Capital Management's portfolio in Q2 2026, its #6 holding.
  • Boltwood Capital Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.