FAS Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.1M | Buy |
156,028
+2,141
| +1% | +$612K | 2.35% | 9 |
|
|
2026
Q1 | $39.1M | Buy |
153,887
+4,683
| +3% | +$1.22M | 2.43% | 8 |
|
|
2025
Q4 | $40.6M | Buy |
149,204
+1,394
| +0.9% | +$374K | 2.62% | 8 |
|
|
2025
Q3 | $37.6M | Buy |
147,810
+1,473
| +1% | +$333K | 2.55% | 8 |
|
|
2025
Q2 | $30M | Buy |
146,337
+5,488
| +4% | +$1.11M | 2.22% | 9 |
|
|
2025
Q1 | $31.3M | Sell |
140,849
-2,051
| -1% | -$475K | 2.55% | 9 |
|
|
2024
Q4 | $35.8M | Sell |
142,900
-682
| -0.5% | -$161K | 3% | 7 |
|
|
2024
Q3 | $33.5M | Buy |
143,582
+2,649
| +2% | +$592K | 2.66% | 8 |
|
|
2024
Q2 | $29.7M | Buy |
140,933
+7,223
| +5% | +$1.35M | 2.57% | 9 |
|
|
2024
Q1 | $22.9M | Sell |
133,710
-8,830
| -6% | -$1.61M | 2.03% | 10 |
|
|
2023
Q4 | $27.4M | Buy |
142,540
+2,177
| +2% | +$402K | 2.61% | 8 |
|
|
2023
Q3 | $24M | Buy |
+140,363
| New | +$25.7M | 2.57% | 8 |
|
|
2023
Q2 | – | Sell |
-143,633
| Closed | -$23.7M | – | 401 |
|
|
2023
Q1 | $23.7M | Buy |
143,633
+5,066
| +4% | +$747K | 2.57% | 8 |
|
|
2022
Q4 | $18M | Buy |
138,567
+6,082
| +5% | +$869K | 2.04% | 11 |
|
|
2022
Q3 | $18.3M | Buy |
132,485
+6,854
| +5% | +$1.08M | 2.03% | 11 |
|
|
2022
Q2 | $17.2M | Buy |
125,631
+6,900
| +6% | +$1.04M | 1.81% | 10 |
|
|
2022
Q1 | $20.7M | Buy |
118,731
+2,648
| +2% | +$445K | 1.95% | 11 |
|
|
2021
Q4 | $20.6M | Sell |
116,083
-6,430
| -5% | -$1.02M | 1.89% | 10 |
|
|
2021
Q3 | $17.3M | Sell |
122,513
-452
| -0.4% | -$66.5K | 1.62% | 13 |
|
|
2021
Q2 | $16.8M | Buy |
122,965
+2,138
| +2% | +$277K | 1.58% | 14 |
|
|
2021
Q1 | $14.8M | Sell |
120,827
-873
| -0.7% | -$112K | 1.54% | 14 |
|
|
2020
Q4 | $16.1M | Sell |
121,700
-2,259
| -2% | -$272K | 1.84% | 11 |
|
|
2020
Q3 | $14.4M | Sell |
123,959
-3,121
| -2% | -$341K | 1.96% | 11 |
|
|
2020
Q2 | $11.6M | Sell |
127,080
-6,776
| -5% | -$525K | 1.71% | 11 |
|
|
2020
Q1 | $8.51M | Buy |
133,856
+47,044
| +54% | +$3.46M | 1.49% | 13 |
|
|
2019
Q4 | $6.37M | Sell |
86,812
-7,488
| -8% | -$482K | 1.07% | 21 |
|
|
2019
Q3 | $5.28M | Buy |
94,300
+980
| +1% | +$51.2K | 0.96% | 22 |
|
|
2019
Q2 | $4.62M | Sell |
93,320
-9,576
| -9% | -$467K | 0.86% | 23 |
|
|
2019
Q1 | $4.89M | Sell |
102,896
-1,172
| -1% | -$49.7K | 0.95% | 23 |
|
|
2018
Q4 | $4.1M | Buy |
104,068
+2,280
| +2% | +$111K | 0.94% | 25 |
|
|
2018
Q3 | $5.74M | Buy |
101,788
+1,528
| +2% | +$79.6K | 1.31% | 19 |
|
|
2018
Q2 | $4.64M | Sell |
100,260
-640
| -0.6% | -$29K | 1.25% | 20 |
|
|
2018
Q1 | $4.23M | Sell |
100,900
-1,876
| -2% | -$80.8K | 1.22% | 20 |
|
|
2017
Q4 | $4.35M | Buy |
102,776
+688
| +0.7% | +$28.8K | 1.14% | 20 |
|
|
2017
Q3 | $3.93M | Buy |
102,088
+2,276
| +2% | +$88.3K | 1.1% | 21 |
|
|
2017
Q2 | $3.59M | Buy |
99,812
+2,320
| +2% | +$85.8K | 1.07% | 22 |
|
|
2017
Q1 | $3.5M | Buy |
97,492
+7,736
| +9% | +$255K | 1.08% | 21 |
|
|
2016
Q4 | $2.6M | Buy |
89,756
+2,140
| +2% | +$60.7K | 0.77% | 18 |
|
|
2016
Q3 | $2.48M | Buy |
87,616
+3,880
| +5% | +$103K | 0.81% | 20 |
|
|
2016
Q2 | $2M | Buy |
83,736
+1,296
| +2% | +$32.2K | 0.74% | 16 |
|
|
2016
Q1 | $2.25M | Buy |
82,440
+5,552
| +7% | +$138K | 1.15% | 9 |
|
|
2015
Q4 | $2.02M | Sell |
76,888
-1,888
| -2% | -$54K | 1.01% | 11 |
|
|
2015
Q3 | $2.17M | Buy |
78,776
+1,380
| +2% | +$40.5K | 1.25% | 8 |
|
|
2015
Q2 | $2.43M | Buy |
77,396
+1,512
| +2% | +$48.4K | 1.22% | 11 |
|
|
2015
Q1 | $2.36M | Buy |
75,884
+920
| +1% | +$27.8K | 1.21% | 10 |
|
|
2014
Q4 | $2.07M | Sell |
74,964
-3,896
| -5% | -$106K | 1.09% | 11 |
|
|
2014
Q3 | $1.99M | Buy |
78,860
+2,264
| +3% | +$55.6K | 1.14% | 11 |
|
|
2014
Q2 | $1.78M | Sell |
76,596
-2,224
| -3% | -$47.3K | 1.02% | 12 |
|
|
2014
Q1 | $1.51M | Buy |
78,820
+2,996
| +4% | +$57K | 1.02% | 9 |
|
|
2013
Q4 | $1.52M | Buy |
+75,824
| New | +$1.43M | 0.9% | 9 |
|
Other funds holding AAPL
FAS Wealth Partners's AAPL Position: Q2 2026 in Review
FAS Wealth Partners increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $612K and bringing the position to 156,028 shares worth $45.1M. The position accounts for 2.35% of the portfolio, ranked #9.
FAS Wealth Partners first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- FAS Wealth Partners held 156,028 shares of Apple worth $45.1M as of Q2 2026.
- FAS Wealth Partners bought 2,141 Apple shares in Q2 2026, an estimated $612K.
- Apple made up 2.35% of FAS Wealth Partners's portfolio in Q2 2026, its #9 holding.
- FAS Wealth Partners first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.