Boxwood Ventures’s Apple AAPL Stock Holding History

Boxwood Ventures’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	$9.58M	Hold	37,745	–	–	10.15%	2
2025 Q4	$10.3M	Hold	37,745	–	–	10.33%	3
2025 Q3	$9.61M	Sell	37,745 -2,022	-5%	-$457K	10.7%	4
2025 Q2	$8.16M	Buy	39,767 +2,022	+5%	+$408K	10.56%	3
2025 Q1	$8.38M	Hold	37,745	–	–	11.97%	2
2024 Q4	$9.45M	Hold	37,745	–	–	12.65%	2
2024 Q3	$8.79M	Hold	37,745	–	–	13.61%	2
2024 Q2	$7.95M	Hold	37,745	–	–	12.77%	3
2024 Q1	$6.47M	Hold	37,745	–	–	11.39%	3
2023 Q4	$7.27M	Hold	37,745	–	–	13.93%	3
2023 Q3	$6.46M	Hold	37,745	–	–	13.08%	2
2023 Q2	$7.32M	Sell	37,745 -211	-0.6%	-$36.8K	13.9%	2
2023 Q1	$6.26M	Sell	37,956 -12,100	-24%	-$1.79M	12.91%	2
2022 Q4	$6.5M	Hold	50,056	–	–	11.66%	2
2022 Q3	$6.92M	Hold	50,056	–	–	15.62%	2
2022 Q2	$6.84M	Hold	50,056	–	–	16.19%	2
2022 Q1	$8.74M	Hold	50,056	–	–	18.22%	2
2021 Q4	$8.89M	Hold	50,056	–	–	18.19%	2
2021 Q3	$7.08M	Buy	+50,056	New	+$7.37M	16.51%	2

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boxwood Ventures's AAPL Position: Q1 2026 in Review

Boxwood Ventures held its Apple (AAPL) position steady in Q1 2026 at 37,745 shares worth $9.58M. The position accounts for 10.15% of the portfolio, ranked #2.

Boxwood Ventures first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Boxwood Ventures held 37,745 shares of Apple worth $9.58M as of Q1 2026.
Boxwood Ventures left its Apple share count unchanged in Q1 2026.
Apple made up 10.15% of Boxwood Ventures's portfolio in Q1 2026, its #2 holding.
Boxwood Ventures first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
Boxwood Ventures's Apple position peaked at $10.3M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Boxwood Ventures's 13F filing for Q1 2026, filed 11 May 2026.