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Fi3 Financial Advisors’s Apple AAPL Stock Holding History

Fi3 Financial Advisors’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 		$11.2M Buy
43,955
+4,022
+10% +$1.05M 3.22% 8
2025
Q4 		$10.9M Buy
39,933
+1,983
+5% +$532K 3.32% 6
2025
Q3 		$9.66M Sell
37,950
-2,742
-7% -$619K 3.27% 7
2025
Q2 		$8.35M Buy
40,692
+492
+1% +$99.4K 3.01% 7
2025
Q1 		$8.93M Sell
40,200
-1,555
-4% -$360K 3.63% 6
2024
Q4 		$10.5M Sell
41,755
-494
-1% -$116K 3.92% 6
2024
Q3 		$9.84M Buy
42,249
+1,044
+3% +$233K 3.91% 6
2024
Q2 		$8.68M Buy
41,205
+3
+0% +$559 3.82% 7
2024
Q1 		$7.56M Buy
41,202
+3,601
+10% +$655K 3.47% 7
2023
Q4 		$7.24M Sell
37,601
-2,346
-6% -$433K 3.45% 8
2023
Q3 		$6.84M Buy
39,947
+2,127
+6% +$390K 3.68% 9
2023
Q2 		$7.34M Sell
37,820
-57
-0.2% -$9.93K 3.84% 7
2023
Q1 		$6.25M Sell
37,877
-638
-2% -$94.1K 3.33% 7
2022
Q4 		$5M Buy
38,515
+4,041
+12% +$578K 2.86% 10
2022
Q3 		$4.76M Buy
34,474
+11,512
+50% +$1.81M 4.34% 8
2022
Q2 		$3.34M Buy
22,962
+753
+3% +$114K 2.76% 9
2022
Q1 		$3.88M Buy
22,209
+749
+3% +$126K 3.01% 9
2021
Q4 		$3.81M Sell
21,460
-135
-0.6% -$21.3K 2.49% 12
2021
Q3 		$3.06M Sell
21,595
-104
-0.5% -$15.3K 2.03% 12
2021
Q2 		$3.2M Buy
21,699
+6,976
+47% +$904K 2.19% 12
2021
Q1 		$1.8M Buy
+14,723
New +$1.89M 1.55% 13

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

Fi3 Financial Advisors's AAPL Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Apple (AAPL) stake by 10% in Q1 2026, buying an estimated $1.05M and bringing the position to 43,955 shares worth $11.2M. The position accounts for 3.22% of the portfolio, ranked #8.

Fi3 Financial Advisors first reported a position in AAPL in Q1 2021 and has held it in 21 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fi3 Financial Advisors held 43,955 shares of Apple worth $11.2M as of Q1 2026.
  • Fi3 Financial Advisors bought 4,022 Apple shares in Q1 2026, an estimated $1.05M.
  • Apple made up 3.22% of Fi3 Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • Fi3 Financial Advisors first reported a position in Apple in Q1 2021 and has held it in 21 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.