BOS Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$9.6M Sell
28,736
-477
-2% -$153K 2.24% 10
2026
Q2
$8.45M Sell
29,213
-2,018
-6% -$577K 1.96% 10
2026
Q1
$7.93M Sell
31,231
-46
-0.1% -$12K 2.02% 10
2025
Q4
$8.5M Sell
31,277
-86
-0.3% -$23.1K 2.28% 8
2025
Q3
$7.99M Buy
31,363
+708
+2% +$160K 2.25% 10
2025
Q2
$6.29M Sell
30,655
-242
-0.8% -$48.9K 2.01% 10
2025
Q1
$6.86M Sell
30,897
-1,251
-4% -$290K 2.35% 7
2024
Q4
$8.05M Sell
32,148
-1,871
-5% -$441K 2.88% 6
2024
Q3
$7.93M Sell
34,019
-504
-1% -$113K 2.92% 6
2024
Q2
$7.27M Sell
34,523
-175
-0.5% -$32.6K 3.35% 6
2024
Q1
$5.95M Buy
34,698
+980
+3% +$178K 3.12% 6
2023
Q4
$6.49M Sell
33,718
-216
-0.6% -$39.9K 4.45% 3
2023
Q3
$5.81M Sell
33,934
-35
-0.1% -$6.42K 4.26% 3
2023
Q2
$6.59M Sell
33,969
-24
-0.1% -$4.18K 5.12% 2
2023
Q1
$5.61M Sell
33,993
-322
-0.9% -$47.5K 4.67% 2
2022
Q4
$4.46M Buy
+34,315
New +$4.9M 3.98% 3

Other funds holding AAPL

BOS Asset Management's AAPL Position: Q3 2026 in Review

BOS Asset Management reduced its Apple (AAPL) stake by 1.6% in Q3 2026, selling an estimated $153K and leaving 28,736 shares worth $9.6M. The position accounts for 2.24% of the portfolio, ranked #10.

BOS Asset Management first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 2,315 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • BOS Asset Management held 28,736 shares of Apple worth $9.6M as of Q3 2026.
  • BOS Asset Management sold 477 Apple shares in Q3 2026, an estimated $153K.
  • Apple made up 2.24% of BOS Asset Management's portfolio in Q3 2026, its #10 holding.
  • BOS Asset Management first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.