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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Box Hill Private Wealth's AAPL Position: Q2 2026 in Review

Box Hill Private Wealth increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $283K and bringing the position to 10,551 shares worth $3.05M. The position accounts for 2.45% of the portfolio, ranked #8.

Box Hill Private Wealth first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Box Hill Private Wealth held 10,551 shares of Apple worth $3.05M as of Q2 2026.
Box Hill Private Wealth bought 989 Apple shares in Q2 2026, an estimated $283K.
Apple made up 2.45% of Box Hill Private Wealth's portfolio in Q2 2026, its #8 holding.
Box Hill Private Wealth first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.