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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Boomfish Wealth Group's AAPL Position: Q2 2026 in Review

Boomfish Wealth Group increased its Apple (AAPL) stake by 44% in Q2 2026, buying an estimated $2.24M and bringing the position to 25,493 shares worth $7.38M. The position accounts for 3.36% of the portfolio, ranked #5.

Boomfish Wealth Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Boomfish Wealth Group held 25,493 shares of Apple worth $7.38M as of Q2 2026.
  • Boomfish Wealth Group bought 7,848 Apple shares in Q2 2026, an estimated $2.24M.
  • Apple made up 3.36% of Boomfish Wealth Group's portfolio in Q2 2026, its #5 holding.
  • Boomfish Wealth Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.