Family Wealth Partners’s Apple AAPL Stock Holding History

Family Wealth Partners’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	–	Sell	-803	Closed	-$218K	–	106
2025 Q4	$218K	Buy	+803	New	+$216K	0.08%	84
2025 Q3	–	Sell	-1,572	Closed	-$323K	–	82
2025 Q2	$323K	Buy	1,572 +1	+0.1%	+$202	0.13%	53
2025 Q1	$349K	Buy	1,571 +314	+25%	+$72.7K	0.16%	39
2024 Q4	$315K	Sell	1,257 -2,000	-61%	-$471K	0.15%	38
2024 Q3	$759K	Buy	3,257 +160	+5%	+$35.7K	0.39%	34
2024 Q2	$652K	Hold	3,097	–	–	0.34%	34
2024 Q1	$531K	Buy	+3,097	New	+$563K	0.3%	35

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Family Wealth Partners's AAPL Position: Q1 2026 in Review

Family Wealth Partners sold out of Apple (AAPL) in Q1 2026, closing a stake of 803 shares — an estimated $218K sold.

Family Wealth Partners first reported a position in AAPL in Q1 2024 and held it in 7 quarters. The position peaked at $759K in Q3 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Family Wealth Partners reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
Family Wealth Partners sold 803 Apple shares in Q1 2026, an estimated $218K.
Family Wealth Partners first reported a position in Apple in Q1 2024 and held it in 7 quarters.
Family Wealth Partners's Apple position peaked at $759K in Q3 2024.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Family Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.