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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
Q2 		$4.43M Sell
15,299
-1,987
-11% -$568K 1.61% 12
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 $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

Boulder Wealth Advisors's AAPL Position: Q2 2026 in Review

Boulder Wealth Advisors reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $568K and leaving 15,299 shares worth $4.43M. The position accounts for 1.61% of the portfolio, ranked #12.

Boulder Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 10 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Boulder Wealth Advisors held 15,299 shares of Apple worth $4.43M as of Q2 2026.
  • Boulder Wealth Advisors sold 1,987 Apple shares in Q2 2026, an estimated $568K.
  • Apple made up 1.61% of Boulder Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Boulder Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 10 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.