Boyar Asset Management’s Apple AAPL Stock Holding History

Boyar Asset Management’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	$779K	Hold	3,071	–	–	0.44%	55
2025 Q4	$835K	Hold	3,071	–	–	0.53%	45
2025 Q3	$782K	Hold	3,071	–	–	0.49%	42
2025 Q2	$630K	Hold	3,071	–	–	0.41%	50
2025 Q1	$682K	Hold	3,071	–	–	0.49%	48
2024 Q4	$769K	Hold	3,071	–	–	0.51%	47
2024 Q3	$716K	Hold	3,071	–	–	0.46%	47
2024 Q2	$647K	Sell	3,071 -60	-2%	-$11.2K	0.44%	44
2024 Q1	$537K	Sell	3,131 -250	-7%	-$45.5K	0.35%	46
2023 Q4	$651K	Hold	3,381	–	–	0.49%	42
2023 Q3	$579K	Sell	3,381 -315	-9%	-$57.8K	0.45%	43
2023 Q2	$717K	Hold	3,696	–	–	0.53%	42
2023 Q1	$609K	Hold	3,696	–	–	0.47%	41
2022 Q4	$480K	Hold	3,696	–	–	0.39%	47
2022 Q3	$511K	Hold	3,696	–	–	0.42%	52
2022 Q2	$505K	Hold	3,696	–	–	0.42%	49
2022 Q1	$645K	Sell	3,696 -300	-8%	-$50.4K	0.41%	49
2021 Q4	$710K	Hold	3,996	–	–	0.43%	47
2021 Q3	$565K	Hold	3,996	–	–	0.37%	49
2021 Q2	$547K	Hold	3,996	–	–	0.35%	53
2021 Q1	$488K	Hold	3,996	–	–	0.33%	52
2020 Q4	$530K	Hold	3,996	–	–	0.4%	48
2020 Q3	$463K	Hold	3,996	–	–	0.39%	48
2020 Q2	$364K	Hold	3,996	–	–	0.34%	48
2020 Q1	$254K	Buy	3,996 +160	+4%	+$11.8K	0.28%	50
2019 Q4	$282K	Sell	3,836 -1,040	-21%	-$66.9K	0.2%	60
2019 Q3	$273K	Hold	4,876	–	–	0.21%	59
2019 Q2	$241K	Hold	4,876	–	–	0.18%	63
2019 Q1	$232K	Buy	+4,876	New	+$207K	0.17%	66
2018 Q4	–	Sell	-4,876	Closed	-$275K	–	71
2018 Q3	$275K	Hold	4,876	–	–	0.19%	61
2018 Q2	$226K	Sell	4,876 -1,040	-18%	-$47.2K	0.17%	60
2018 Q1	$248K	Hold	5,916	–	–	0.18%	60
2017 Q4	$250K	Sell	5,916 -1,040	-15%	-$43.5K	0.18%	61
2017 Q3	$268K	Sell	6,956 -2,080	-23%	-$80.7K	0.2%	60
2017 Q2	$325K	Hold	9,036	–	–	0.24%	59
2017 Q1	$325K	Sell	9,036 -400	-4%	-$13.2K	0.24%	58
2016 Q4	$273K	Hold	9,436	–	–	0.27%	58
2016 Q3	$267K	Hold	9,436	–	–	0.21%	58
2016 Q2	$226K	Hold	9,436	–	–	0.18%	60
2016 Q1	$257K	Hold	9,436	–	–	0.2%	61
2015 Q4	$248K	Hold	9,436	–	–	0.2%	60
2015 Q3	$260K	Sell	9,436 -976	-9%	-$28.6K	0.22%	61
2015 Q2	$326K	Buy	+10,412	New	+$333K	0.25%	60

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

Boyar Asset Management's AAPL Position: Q1 2026 in Review

Boyar Asset Management held its Apple (AAPL) position steady in Q1 2026 at 3,071 shares worth $779K. The position accounts for 0.44% of the portfolio, ranked #55.

Boyar Asset Management first reported a position in AAPL in Q2 2015 and has held it in 43 quarters since. The position peaked at $835K in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Boyar Asset Management held 3,071 shares of Apple worth $779K as of Q1 2026.
Boyar Asset Management left its Apple share count unchanged in Q1 2026.
Apple made up 0.44% of Boyar Asset Management's portfolio in Q1 2026, its #55 holding.
Boyar Asset Management first reported a position in Apple in Q2 2015 and has held it in 43 quarters since.
Boyar Asset Management's Apple position peaked at $835K in Q4 2025.
6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.