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Farnam Financial’s Apple AAPL Stock Holding History

Farnam Financial’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 		$4.85M Sell
19,103
-8,484
-31% -$2.21M 3.99% 10
2025
Q4 		$7.5M Buy
27,587
+209
+0.8% +$56.1K 5.64% 5
2025
Q3 		$6.97M Buy
27,378
+13,138
+92% +$2.97M 5.42% 4
2025
Q2 		$2.92M Buy
14,240
+2,775
+24% +$560K 2.63% 13
2025
Q1 		$2.55M Buy
11,465
+715
+7% +$166K 2.59% 11
2024
Q4 		$2.69M Sell
10,750
-80
-0.7% -$18.9K 2.81% 6
2024
Q3 		$2.52M Buy
+10,830
New +$2.42M 2.77% 6

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

Farnam Financial's AAPL Position: Q1 2026 in Review

Farnam Financial reduced its Apple (AAPL) stake by 31% in Q1 2026, selling an estimated $2.21M and leaving 19,103 shares worth $4.85M. The position accounts for 3.99% of the portfolio, ranked #10.

Farnam Financial first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Farnam Financial held 19,103 shares of Apple worth $4.85M as of Q1 2026.
  • Farnam Financial sold 8,484 Apple shares in Q1 2026, an estimated $2.21M.
  • Apple made up 3.99% of Farnam Financial's portfolio in Q1 2026, its #10 holding.
  • Farnam Financial first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • Farnam Financial's Apple position peaked at $7.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.