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Boulder Wealth Advisors’s Apple AAPL Stock Holding History

Boulder Wealth Advisors’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
Q1 		$4.39M Buy
17,286
+9,783
+130% +$2.55M 1.75% 13
2025
Q4 		$2.04M Buy
7,503
+1,372
+22% +$368K 0.86% 17
2025
Q3 		$1.56M Buy
+6,131
New +$1.39M 0.73% 14
2025
Q1 		$1.49M Buy
6,722
+218
+3% +$50.5K 0.87% 12
2024
Q4 		$1.63M Sell
6,504
-181
-3% -$42.7K 0.84% 13
2024
Q3 		$1.56M Buy
6,685
+86
+1% +$19.2K 0.85% 13
2024
Q2 		$1.39M Sell
6,599
-146
-2% -$27.2K 0.81% 12
2024
Q1 		$1.16M Buy
+6,745
New +$1.23M 0.72% 12
2022
Q4 		$766K Buy
+5,896
New +$843K 0.69% 15

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boulder Wealth Advisors's AAPL Position: Q1 2026 in Review

Boulder Wealth Advisors increased its Apple (AAPL) stake by 130% in Q1 2026, buying an estimated $2.55M and bringing the position to 17,286 shares worth $4.39M. The position accounts for 1.75% of the portfolio, ranked #13.

Boulder Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 9 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Boulder Wealth Advisors held 17,286 shares of Apple worth $4.39M as of Q1 2026.
  • Boulder Wealth Advisors bought 9,783 Apple shares in Q1 2026, an estimated $2.55M.
  • Apple made up 1.75% of Boulder Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Boulder Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 9 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.