Boston Research & 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
Q1
$12.6M Sell
49,674
-3,909
-7% -$1.02M 2.99% 5
2025
Q4
$14.6M Sell
53,583
-4,556
-8% -$1.22M 3.36% 3
2025
Q3
$14.8M Buy
58,139
+921
+2% +$208K 3.27% 3
2025
Q2
$11.7M Buy
57,218
+672
+1% +$136K 2.81% 4
2025
Q1
$12.6M Sell
56,546
-519
-0.9% -$120K 3.12% 3
2024
Q4
$14.3M Sell
57,065
-436
-0.8% -$103K 3.51% 3
2024
Q3
$13.4M Sell
57,501
-498
-0.9% -$111K 3.15% 3
2024
Q2
$12.2M Sell
57,999
-822
-1% -$153K 3.09% 3
2024
Q1
$10.1M Buy
58,821
+360
+0.6% +$65.5K 2.49% 4
2023
Q4
$11.3M Buy
58,461
+1,867
+3% +$345K 2.99% 3
2023
Q3
$9.69M Sell
56,594
-696
-1% -$128K 2.86% 3
2023
Q2
$11.1M Sell
57,290
-530
-0.9% -$92.4K 3.15% 3
2023
Q1
$9.53M Buy
57,820
+114
+0.2% +$16.8K 2.85% 3
2022
Q4
$7.5M Sell
57,706
-44
-0.1% -$6.29K 2.32% 7
2022
Q3
$7.98M Sell
57,750
-14
-0% -$2.2K 2.72% 3
2022
Q2
$7.9M Buy
57,764
+455
+0.8% +$68.9K 2.56% 4
2022
Q1
$10M Sell
57,309
-3,514
-6% -$591K 2.9% 3
2021
Q4
$10.8M Sell
60,823
-2,640
-4% -$417K 2.95% 3
2021
Q3
$8.98M Sell
63,463
-585
-0.9% -$86.1K 2.67% 3
2021
Q2
$8.77M Sell
64,048
-1,002
-2% -$130K 2.66% 3
2021
Q1
$7.95M Sell
65,050
-583
-0.9% -$74.8K 2.56% 3
2020
Q4
$8.71M Sell
65,633
-3,223
-5% -$388K 3.03% 3
2020
Q3
$7.97M Sell
68,856
-3,324
-5% -$363K 3.12% 3
2020
Q2
$6.58M Sell
72,180
-5,200
-7% -$403K 2.73% 5
2020
Q1
$4.92M Sell
77,380
-29,808
-28% -$2.19M 2.47% 8
2019
Q4
$7.87M Sell
107,188
-6,112
-5% -$393K 2.95% 2
2019
Q3
$6.34M Buy
113,300
+900
+0.8% +$47.1K 2.51% 5
2019
Q2
$5.56M Hold
112,400
2.25% 6
2019
Q1
$5.34M Sell
112,400
-2,260
-2% -$95.9K 2.22% 6
2018
Q4
$4.52M Buy
114,660
+7,580
+7% +$367K 2.15% 13
2018
Q3
$6.04M Sell
107,080
-680
-0.6% -$35.4K 2.76% 3
2018
Q2
$4.99M Buy
107,760
+40
+0% +$1.81K 2.45% 5
2018
Q1
$4.52M Sell
107,720
-1,800
-2% -$77.5K 2.3% 5
2017
Q4
$4.63M Sell
109,520
-7,740
-7% -$323K 2.32% 6
2017
Q3
$4.52M Sell
117,260
-868
-0.7% -$33.7K 2.31% 6
2017
Q2
$4.25M Sell
118,128
-3,960
-3% -$146K 2.3% 4
2017
Q1
$4.38M Sell
122,088
-7,340
-6% -$242K 2.39% 3
2016
Q4
$3.75M Buy
129,428
+1,120
+0.9% +$31.8K 2.13% 9
2016
Q3
$3.63M Sell
128,308
-1,640
-1% -$43.4K 2.09% 8
2016
Q2
$3.1M Buy
129,948
+12,400
+11% +$308K 1.88% 16
2016
Q1
$3.2M Buy
117,548
+3,120
+3% +$77.7K 1.99% 12
2015
Q4
$3.01M Buy
114,428
+1,860
+2% +$53.2K 1.87% 16
2015
Q3
$3.1M Buy
112,568
+1,840
+2% +$54K 2.04% 10
2015
Q2
$3.47M Sell
110,728
-2,040
-2% -$65.3K 2.2% 5
2015
Q1
$3.51M Sell
112,768
-11,360
-9% -$343K 2.22% 5
2014
Q4
$3.42M Sell
124,128
-920
-0.7% -$25K 2.15% 6
2014
Q3
$3.15M Sell
125,048
-4,520
-3% -$111K 2.12% 8
2014
Q2
$3.01M Sell
129,568
-212
-0.2% -$4.51K 2.08% 9
2014
Q1
$2.49M Buy
129,780
+3,220
+3% +$61.2K 1.83% 18
2013
Q4
$2.54M Buy
126,560
+952
+0.8% +$18K 1.95% 13
2013
Q3
$2.14M Buy
125,608
+2,464
+2% +$40.9K 1.81% 19
2013
Q2
$1.74M Buy
+123,144
New +$1.89M 1.55% 30

Other funds holding AAPL

Boston Research & Management's AAPL Position: Q1 2026 in Review

Boston Research & Management reduced its Apple (AAPL) stake by 7.3% in Q1 2026, selling an estimated $1.02M and leaving 49,674 shares worth $12.6M. The position accounts for 2.99% of the portfolio, ranked #5.

Boston Research & Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.8M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Boston Research & Management held 49,674 shares of Apple worth $12.6M as of Q1 2026.
  • Boston Research & Management sold 3,909 Apple shares in Q1 2026, an estimated $1.02M.
  • Apple made up 2.99% of Boston Research & Management's portfolio in Q1 2026, its #5 holding.
  • Boston Research & Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Boston Research & Management's Apple position peaked at $14.8M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.