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Boyce & Associates Wealth Consulting’s Apple AAPL Stock Holding History

Boyce & Associates Wealth Consulting’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 		$9.53M Buy
28,630
+19,053
+199% +$6.12M 5.79% 2
2026
Q2 		$2.77M Sell
9,577
-52
-0.5% -$14.9K 1.92% 13
2026
Q1 		$2.44M Sell
9,629
-115
-1% -$29.9K 1.85% 14
2025
Q4 		$2.65M Sell
9,744
-19,006
-66% -$5.1M 2.22% 11
2025
Q3 		$7.32M Buy
28,750
+19,046
+196% +$4.3M 5.99% 4
2025
Q2 		$2.01M Buy
9,704
+87
+0.9% +$17.6K 1.84% 13
2025
Q1 		$2.14M Sell
9,617
-95
-1% -$22K 2.14% 12
2024
Q4 		$2.43M Sell
9,712
-172
-2% -$40.5K 2.46% 9
2024
Q3 		$2.3M Sell
9,884
-193
-2% -$43.1K 2.39% 9
2024
Q2 		$2.12M Sell
10,077
-106
-1% -$19.8K 2.49% 9
2024
Q1 		$1.75M Sell
10,183
-77
-0.8% -$14K 2.25% 10
2023
Q4 		$1.98M Buy
10,260
+293
+3% +$54.1K 2.87% 9
2023
Q3 		$1.71M Sell
9,967
-208
-2% -$38.1K 2.84% 9
2023
Q2 		$1.97M Sell
10,175
-83
-0.8% -$14.5K 3.3% 8
2023
Q1 		$1.69M Sell
10,258
-2,977
-22% -$439K 3.03% 9
2022
Q4 		$1.72M Sell
13,235
-214
-2% -$30.6K 3.29% 10
2022
Q3 		$1.86M Sell
13,449
-95
-0.7% -$14.9K 3.83% 10
2022
Q2 		$1.85M Sell
13,544
-58
-0.4% -$8.78K 3.37% 11
2022
Q1 		$2.38M Buy
+13,602
New +$2.29M 3.55% 8

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Boyce & Associates Wealth Consulting's AAPL Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its Apple (AAPL) stake by 199% in Q3 2026, buying an estimated $6.12M and bringing the position to 28,630 shares worth $9.53M. The position accounts for 5.79% of the portfolio, ranked #2.

Boyce & Associates Wealth Consulting first reported a position in AAPL in Q1 2022 and has held it in 19 quarters since. 850 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 28,630 shares of Apple worth $9.53M as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 19,053 Apple shares in Q3 2026, an estimated $6.12M.
  • Apple made up 5.79% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #2 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Apple in Q1 2022 and has held it in 19 quarters since.
  • 850 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.