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Boomfish Wealth Group’s Apple AAPL Stock Holding History

Boomfish Wealth Group’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
Q1 		$4.48M Buy
17,645
+254
+1% +$66.1K 2.39% 7
2025
Q4 		$4.73M Buy
17,391
+1,000
+6% +$268K 2.53% 6
2025
Q3 		$4.17M Buy
16,391
+835
+5% +$189K 2.25% 7
2025
Q2 		$3.19M Buy
15,556
+1,162
+8% +$235K 1.84% 14
2025
Q1 		$3.2M Sell
14,394
-168
-1% -$38.9K 2.08% 7
2024
Q4 		$3.65M Sell
14,562
-188
-1% -$44.3K 2.21% 6
2024
Q3 		$3.44M Sell
14,750
-416
-3% -$92.9K 2.11% 7
2024
Q2 		$3.19M Sell
15,166
-1,081
-7% -$202K 2.07% 5
2024
Q1 		$2.79M Buy
16,247
+1,368
+9% +$249K 1.87% 7
2023
Q4 		$2.86M Buy
+14,879
New +$2.75M 2.07% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boomfish Wealth Group's AAPL Position: Q1 2026 in Review

Boomfish Wealth Group increased its Apple (AAPL) stake by 1.5% in Q1 2026, buying an estimated $66.1K and bringing the position to 17,645 shares worth $4.48M. The position accounts for 2.39% of the portfolio, ranked #7.

Boomfish Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.73M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Boomfish Wealth Group held 17,645 shares of Apple worth $4.48M as of Q1 2026.
  • Boomfish Wealth Group bought 254 Apple shares in Q1 2026, an estimated $66.1K.
  • Apple made up 2.39% of Boomfish Wealth Group's portfolio in Q1 2026, its #7 holding.
  • Boomfish Wealth Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Boomfish Wealth Group's Apple position peaked at $4.73M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.