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BostonPremier Wealth’s Apple AAPL Stock Holding History

BostonPremier Wealth’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 		$8.99M Sell
31,066
-113
-0.4% -$32.3K 3.82% 7
2026
Q1 		$7.91M Sell
31,179
-213
-0.7% -$55.4K 4.09% 6
2025
Q4 		$8.53M Sell
31,392
-1,944
-6% -$522K 4.37% 6
2025
Q3 		$8.49M Buy
33,336
+319
+1% +$72.1K 4.22% 7
2025
Q2 		$6.77M Buy
33,017
+5,423
+20% +$1.1M 3.76% 9
2025
Q1 		$6.13M Sell
27,594
-50
-0.2% -$11.6K 3.81% 9
2024
Q4 		$6.92M Buy
+27,644
New +$6.52M 4.2% 9

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

BostonPremier Wealth's AAPL Position: Q2 2026 in Review

BostonPremier Wealth reduced its Apple (AAPL) stake by 0.36% in Q2 2026, selling an estimated $32.3K and leaving 31,066 shares worth $8.99M. The position accounts for 3.82% of the portfolio, ranked #7.

BostonPremier Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BostonPremier Wealth held 31,066 shares of Apple worth $8.99M as of Q2 2026.
  • BostonPremier Wealth sold 113 Apple shares in Q2 2026, an estimated $32.3K.
  • Apple made up 3.82% of BostonPremier Wealth's portfolio in Q2 2026, its #7 holding.
  • BostonPremier Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.