Boston Standard Wealth 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
Q2 | $495K | Sell |
1,679
-1,435
| -46% | -$410K | 0.07% | 36 |
|
|
2026
Q1 | $791K | Sell |
3,114
-52
| -2% | -$13.5K | 0.13% | 30 |
|
|
2025
Q4 | $861K | Sell |
3,166
-43
| -1% | -$11.5K | 0.14% | 27 |
|
|
2025
Q3 | $817K | Sell |
3,209
-253
| -7% | -$57.2K | 0.14% | 28 |
|
|
2025
Q2 | $710K | Sell |
3,462
-538
| -13% | -$109K | 0.13% | 28 |
|
|
2025
Q1 | $843K | Buy |
4,000
+364
| +10% | +$84.3K | 0.19% | 25 |
|
|
2024
Q4 | $911K | Sell |
3,636
-149
| -4% | -$35.1K | 0.18% | 25 |
|
|
2024
Q3 | $882K | Sell |
3,785
-215
| -5% | -$48K | 0.17% | 26 |
|
|
2024
Q2 | $843K | Sell |
4,000
-521
| -12% | -$97.2K | 0.19% | 25 |
|
|
2024
Q1 | $775K | Sell |
4,521
-116
| -3% | -$21.1K | 0.18% | 26 |
|
|
2023
Q4 | $794K | Hold |
4,637
| – | – | 0.21% | 27 |
|
|
2023
Q3 | $794K | Sell |
4,637
-2,510
| -35% | -$460K | 0.21% | 27 |
|
|
2023
Q2 | $1.39M | Sell |
7,147
-1,149
| -14% | -$200K | 0.35% | 23 |
|
|
2023
Q1 | $1.37M | Sell |
8,296
-32
| -0.4% | -$4.72K | 0.39% | 21 |
|
|
2022
Q4 | $1.08M | Sell |
8,328
-380
| -4% | -$54.3K | 0.32% | 21 |
|
|
2022
Q3 | $1.2M | Buy |
8,708
+846
| +11% | +$133K | 0.4% | 22 |
|
|
2022
Q2 | $1.09M | Buy |
7,862
+34
| +0.4% | +$5.15K | 0.35% | 22 |
|
|
2022
Q1 | $1.37M | Sell |
7,828
-36
| -0.5% | -$6.05K | 0.39% | 21 |
|
|
2021
Q4 | $1.4M | Buy |
7,864
+5
| +0.1% | +$790 | 0.39% | 21 |
|
|
2021
Q3 | $1.11M | Sell |
7,859
-92
| -1% | -$13.5K | 0.33% | 21 |
|
|
2021
Q2 | $1.09M | Buy |
7,951
+6
| +0.1% | +$777 | 0.33% | 21 |
|
|
2021
Q1 | $953K | Buy |
7,945
+31
| +0.4% | +$3.98K | 0.31% | 21 |
|
|
2020
Q4 | $1.05M | Buy |
7,914
+6
| +0.1% | +$722 | 0.39% | 21 |
|
|
2020
Q3 | $916K | Buy |
7,908
+8
| +0.1% | +$873 | 0.39% | 20 |
|
|
2020
Q2 | $721K | Buy |
7,900
+4,132
| +110% | +$320K | 0.33% | 22 |
|
|
2020
Q1 | $227K | Sell |
3,768
-144
| -4% | -$10.6K | 0.12% | 30 |
|
|
2019
Q4 | $287K | Sell |
3,912
-1,576
| -29% | -$101K | 0.13% | 30 |
|
|
2019
Q3 | $307K | Buy |
5,488
+4
| +0.1% | +$209 | 0.15% | 28 |
|
|
2019
Q2 | $278K | Buy |
+5,484
| New | +$267K | 0.14% | 31 |
|
|
2018
Q4 | – | Sell |
-3,560
| Closed | -$204K | – | 30 |
|
|
2018
Q3 | $204K | Buy |
+3,560
| New | +$185K | 0.11% | 30 |
|
|
2016
Q3 | – | Sell |
-9,120
| Closed | -$218K | – | 24 |
|
|
2016
Q2 | $218K | Buy |
9,120
+56
| +0.6% | +$1.39K | 0.19% | 24 |
|
|
2016
Q1 | $248K | Buy |
+9,064
| New | +$226K | 0.23% | 23 |
|
|
2015
Q4 | – | Sell |
-10,840
| Closed | -$296K | – | 19 |
|
|
2015
Q3 | $296K | Buy |
10,840
+48
| +0.4% | +$1.41K | 0.29% | 22 |
|
|
2015
Q2 | $336K | Buy |
10,792
+44
| +0.4% | +$1.41K | 0.31% | 22 |
|
|
2015
Q1 | $339K | Sell |
10,748
-280
| -3% | -$8.46K | 0.32% | 23 |
|
|
2014
Q4 | $303K | Buy |
+11,028
| New | +$300K | 0.3% | 23 |
|
Other funds holding AAPL
Boston Standard Wealth Management's AAPL Position: Q2 2026 in Review
Boston Standard Wealth Management reduced its Apple (AAPL) stake by 46% in Q2 2026, selling an estimated $410K and leaving 1,679 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #36.
Boston Standard Wealth Management first reported a position in AAPL in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.4M in Q4 2021. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Boston Standard Wealth Management held 1,679 shares of Apple worth $495K as of Q2 2026.
- Boston Standard Wealth Management sold 1,435 Apple shares in Q2 2026, an estimated $410K.
- Apple made up 0.07% of Boston Standard Wealth Management's portfolio in Q2 2026, its #36 holding.
- Boston Standard Wealth Management first reported a position in Apple in Q4 2014 and has held it in 36 quarters since.
- Boston Standard Wealth Management's Apple position peaked at $1.4M in Q4 2021.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.