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Financial Connections Group’s Apple AAPL Stock Holding History

Financial Connections Group’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 		$6.16M Sell
24,264
-175
-0.7% -$45.5K 2.14% 15
2025
Q4 		$6.64M Sell
24,439
-17
-0.1% -$4.56K 2.28% 15
2025
Q3 		$6.23M Sell
24,456
-1,092
-4% -$247K 2.43% 15
2025
Q2 		$5.24M Buy
25,548
+282
+1% +$57K 2.16% 18
2025
Q1 		$5.61M Buy
25,266
+1,050
+4% +$243K 2.52% 14
2024
Q4 		$6.06M Sell
24,216
-49
-0.2% -$11.5K 2.91% 11
2024
Q3 		$5.65M Sell
24,265
-469
-2% -$105K 2.78% 11
2024
Q2 		$5.21M Sell
24,734
-1,030
-4% -$192K 2.7% 11
2024
Q1 		$4.42M Buy
25,764
+2,732
+12% +$497K 4.84% 5
2023
Q4 		$4.43M Sell
23,032
-323
-1% -$59.6K 2.87% 10
2023
Q3 		$4M Sell
23,355
-2,140
-8% -$392K 4.93% 7
2023
Q2 		$4.95M Buy
25,495
+4,780
+23% +$833K 3.24% 11
2023
Q1 		$3.42M Buy
20,715
+2,230
+12% +$329K 2.43% 12
2022
Q4 		$2.4M Buy
18,485
+1,546
+9% +$221K 1.89% 15
2022
Q3 		$2.34M Sell
16,939
-8,731
-34% -$1.37M 1.97% 15
2022
Q2 		$3.51M Buy
25,670
+12
+0% +$1.82K 3.09% 11
2022
Q1 		$4.48M Sell
25,658
-339
-1% -$57K 4.51% 7
2021
Q4 		$4.62M Buy
+25,997
New +$4.11M 4.54% 8

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

Financial Connections Group's AAPL Position: Q1 2026 in Review

Financial Connections Group reduced its Apple (AAPL) stake by 0.72% in Q1 2026, selling an estimated $45.5K and leaving 24,264 shares worth $6.16M. The position accounts for 2.14% of the portfolio, ranked #15.

Financial Connections Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.64M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Financial Connections Group held 24,264 shares of Apple worth $6.16M as of Q1 2026.
  • Financial Connections Group sold 175 Apple shares in Q1 2026, an estimated $45.5K.
  • Apple made up 2.14% of Financial Connections Group's portfolio in Q1 2026, its #15 holding.
  • Financial Connections Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's Apple position peaked at $6.64M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.