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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
Q3 		$7.9M Sell
23,720
-1,773
-7% -$569K 3.42% 4
2026
Q2 		$7.38M Buy
25,493
+7,848
+44% +$2.24M 3.36% 5
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Boomfish Wealth Group's AAPL Position: Q3 2026 in Review

Boomfish Wealth Group reduced its Apple (AAPL) stake by 7% in Q3 2026, selling an estimated $569K and leaving 23,720 shares worth $7.9M. The position accounts for 3.42% of the portfolio, ranked #4.

Boomfish Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Boomfish Wealth Group held 23,720 shares of Apple worth $7.9M as of Q3 2026.
  • Boomfish Wealth Group sold 1,773 Apple shares in Q3 2026, an estimated $569K.
  • Apple made up 3.42% of Boomfish Wealth Group's portfolio in Q3 2026, its #4 holding.
  • Boomfish Wealth Group first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.