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Wilson & Boucher Capital Management’s Apple AAPL Stock Holding History

Wilson & Boucher Capital 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 		$8.54M Sell
33,634
-52
-0.2% -$13.5K 5.66% 2
2025
Q4 		$9.16M Sell
33,686
-495
-1% -$133K 6.01% 2
2025
Q3 		$8.7M Sell
34,181
-609
-2% -$138K 5.72% 2
2025
Q2 		$7.14M Sell
34,790
-747
-2% -$151K 4.98% 2
2025
Q1 		$7.89M Sell
35,537
-1,254
-3% -$291K 5.88% 2
2024
Q4 		$9.21M Sell
36,791
-200
-0.5% -$47.1K 6.53% 2
2024
Q3 		$8.62M Sell
36,991
-70
-0.2% -$15.6K 5.94% 2
2024
Q2 		$7.81M Buy
37,061
+94
+0.3% +$17.5K 5.98% 3
2024
Q1 		$6.34M Sell
36,967
-1,825
-5% -$332K 4.99% 3
2023
Q4 		$7.47M Buy
38,792
+1,848
+5% +$341K 6.29% 2
2023
Q3 		$6.33M Buy
36,944
+208
+0.6% +$38.1K 6.01% 2
2023
Q2 		$7.13M Sell
36,736
-28
-0.1% -$4.88K 6.42% 2
2023
Q1 		$6.06M Buy
36,764
+1,299
+4% +$192K 5.83% 2
2022
Q4 		$4.61M Sell
35,465
-449
-1% -$64.2K 4.72% 2
2022
Q3 		$4.96M Buy
35,914
+278
+0.8% +$43.6K 5.78% 2
2022
Q2 		$4.87M Sell
35,636
-1,987
-5% -$301K 5.35% 2
2022
Q1 		$6.57M Buy
37,623
+186
+0.5% +$31.3K 5.95% 2
2021
Q4 		$6.65M Buy
+37,437
New +$5.92M 5.99% 2

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wilson & Boucher Capital Management's AAPL Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Apple (AAPL) stake by 0.15% in Q1 2026, selling an estimated $13.5K and leaving 33,634 shares worth $8.54M. The position accounts for 5.66% of the portfolio, ranked #2.

Wilson & Boucher Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.21M in Q4 2024. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Wilson & Boucher Capital Management held 33,634 shares of Apple worth $8.54M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 52 Apple shares in Q1 2026, an estimated $13.5K.
  • Apple made up 5.66% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #2 holding.
  • Wilson & Boucher Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's Apple position peaked at $9.21M in Q4 2024.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.