FMI
F/M Investments’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8M | Buy |
413,721
+14,551
| +4% | +$2.98M | 3.08% | 6 |
|
|
2025
Q1 | $88.6M | Sell |
399,170
-44,152
| -10% | -$9.8M | 3.53% | 3 |
|
|
2024
Q4 | $111M | Sell |
443,322
-21,934
| -5% | -$5.49M | 4.09% | 3 |
|
|
2024
Q3 | $108M | Sell |
465,256
-7,509
| -2% | -$1.74M | 3.39% | 3 |
|
|
2024
Q2 | $99.6M | Buy |
472,765
+403,593
| +583% | +$85M | 3.6% | 2 |
|
|
2024
Q1 | $11.8M | Sell |
69,172
-512
| -0.7% | -$87.6K | 7.99% | 1 |
|
|
2023
Q4 | $13.4M | Sell |
69,684
-654
| -0.9% | -$125K | 7.59% | 1 |
|
|
2023
Q3 | $12M | Sell |
70,338
-10,903
| -13% | -$1.86M | 8.96% | 1 |
|
|
2023
Q2 | $15.7M | Sell |
81,241
-1,303
| -2% | -$252K | 11.58% | 1 |
|
|
2023
Q1 | $13.6M | Buy |
82,544
+7,376
| +10% | +$1.21M | 13.71% | 1 |
|
|
2022
Q4 | $9.77M | Sell |
75,168
-4,004
| -5% | -$520K | 11.82% | 1 |
|
|
2022
Q3 | $10.9M | Sell |
79,172
-13,500
| -15% | -$1.87M | 17.74% | 1 |
|
|
2022
Q2 | $12.7M | Sell |
92,672
-997
| -1% | -$136K | 10.03% | 1 |
|
|
2022
Q1 | $16.4M | Sell |
93,669
-5,164
| -5% | -$902K | 13.19% | 1 |
|
|
2021
Q4 | $17.6M | Sell |
98,833
-1,275
| -1% | -$226K | 12.84% | 1 |
|
|
2021
Q3 | $14.2M | Buy |
100,108
+7,436
| +8% | +$1.05M | 10.13% | 1 |
|
|
2021
Q2 | $12.7M | Sell |
92,672
-15,127
| -14% | -$2.07M | 10.03% | 1 |
|
|
2021
Q1 | $13.2M | Buy |
107,799
+754
| +0.7% | +$92.1K | 10.4% | 1 |
|
|
2020
Q4 | $14.2M | Buy |
+107,045
| New | +$14.2M | 12.39% | 1 |
|