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Boyd Wealth Management’s Apple AAPL Stock Holding History

Boyd Wealth 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
Q2 		$1.39M Buy
4,794
+68
+1% +$19.4K 0.53% 23
2026
Q1 		$1.2M Buy
4,726
+568
+14% +$148K 0.51% 25
2025
Q4 		$1.13M Sell
4,158
-122
-3% -$32.8K 0.48% 25
2025
Q3 		$1.09M Sell
4,280
-1,057
-20% -$239K 0.47% 25
2025
Q2 		$1.09M Buy
5,337
+840
+19% +$170K 0.47% 25
2025
Q1 		$999K Buy
4,497
+1
+0% +$232 0.5% 23
2024
Q4 		$1.13M Buy
4,496
+37
+0.8% +$8.72K 0.56% 23
2024
Q3 		$1.04M Buy
4,459
+131
+3% +$29.3K 0.53% 24
2024
Q2 		$912K Buy
4,328
+1
+0% +$186 0.5% 24
2024
Q1 		$742K Buy
4,327
+12
+0.3% +$2.18K 0.42% 26
2023
Q4 		$831K Buy
4,315
+1
+0% +$185 0.52% 25
2023
Q3 		$739K Buy
4,314
+1
+0% +$183 0.5% 26
2023
Q2 		$837K Buy
4,313
+1
+0% +$174 0.51% 26
2023
Q1 		$711K Sell
4,312
-274
-6% -$40.4K 0.49% 25
2022
Q4 		$596K Buy
4,586
+141
+3% +$20.1K 0.44% 29
2022
Q3 		$614K Buy
4,445
+76
+2% +$11.9K 0.49% 26
2022
Q2 		$597K Buy
4,369
+716
+20% +$108K 0.49% 29
2022
Q1 		$638K Buy
3,653
+44
+1% +$7.4K 0.48% 24
2021
Q4 		$641K Buy
+3,609
New +$570K 0.47% 25

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Boyd Wealth Management's AAPL Position: Q2 2026 in Review

Boyd Wealth Management increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,794 shares worth $1.39M. The position accounts for 0.53% of the portfolio, ranked #23.

Boyd Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,212 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Boyd Wealth Management held 4,794 shares of Apple worth $1.39M as of Q2 2026.
  • Boyd Wealth Management bought 68 Apple shares in Q2 2026, an estimated $19.4K.
  • Apple made up 0.53% of Boyd Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Boyd Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.