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Box Hill Private Wealth’s Apple AAPL Stock Holding History

Box Hill Private 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
Q3 		$3.59M Buy
10,775
+224
+2% +$71.9K 2.61% 8
2026
Q2 		$3.05M Buy
10,551
+989
+10% +$283K 2.45% 8
2026
Q1 		$2.43M Sell
9,562
-36
-0.4% -$9.37K 2.4% 9
2025
Q4 		$2.61M Buy
+9,598
New +$2.58M 2.64% 8

Other funds holding AAPL

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GH
GLP Holdings Cumming, Georgia $127M AUM 29.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Box Hill Private Wealth's AAPL Position: Q3 2026 in Review

Box Hill Private Wealth increased its Apple (AAPL) stake by 2.1% in Q3 2026, buying an estimated $71.9K and bringing the position to 10,775 shares worth $3.59M. The position accounts for 2.61% of the portfolio, ranked #8.

Box Hill Private Wealth first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Box Hill Private Wealth held 10,775 shares of Apple worth $3.59M as of Q3 2026.
  • Box Hill Private Wealth bought 224 Apple shares in Q3 2026, an estimated $71.9K.
  • Apple made up 2.61% of Box Hill Private Wealth's portfolio in Q3 2026, its #8 holding.
  • Box Hill Private Wealth first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.