FAS Wealth Partners’s Apple AAPL Stock Holding History

FAS 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
2021 Q4	–	Sell	-2,000	Closed	-$283K	–	399
2021 Q3	$283K	Buy	+2,000	New	+$294K	0.03%	244

Other funds holding AAPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 6,089 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.
6,089 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.