F/M Investments’s Applovin APP Stock Holding History

F/M Investments’s Portfolio APP Stock Details APP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,543	Closed	-$3.06M	–	340
2025 Q4	$3.06M	Buy	+4,543	New	+$2.86M	0.12%	193
2025 Q3	–	Sell	-10,236	Closed	-$3.58M	–	417
2025 Q2	$3.58M	Buy	+10,236	New	+$3.32M	0.13%	173

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

F/M Investments's APP Position: Q1 2026 in Review

F/M Investments sold out of Applovin (APP) in Q1 2026, closing a stake of 4,543 shares — an estimated $3.06M sold.

F/M Investments first reported a position in APP in Q2 2025 and held it in 2 quarters. The position peaked at $3.58M in Q2 2025. 1,390 funds tracked by Wall St. Rank hold APP as of Q1 2026.

F/M Investments reported no remaining Applovin position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 4,543 Applovin shares in Q1 2026, an estimated $3.06M.
F/M Investments first reported a position in Applovin in Q2 2025 and held it in 2 quarters.
F/M Investments's Applovin position peaked at $3.58M in Q2 2025.
1,390 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.