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Financial Freedom LLC’s Apple AAPL Stock Holding History

Financial Freedom LLC’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 		$2.68M Buy
10,543
+7
+0.1% +$1.82K 1.33% 21
2025
Q4 		$2.86M Sell
10,536
-543
-5% -$146K 1.42% 19
2025
Q3 		$2.82M Buy
11,079
+9
+0.1% +$2.03K 1.41% 20
2025
Q2 		$2.27M Sell
11,070
-188
-2% -$38K 1.22% 24
2025
Q1 		$2.5M Sell
11,258
-272
-2% -$63K 1.44% 20
2024
Q4 		$2.89M Sell
11,530
-263
-2% -$62K 1.52% 18
2024
Q3 		$2.75M Buy
11,793
+9
+0.1% +$2.01K 1.45% 19
2024
Q2 		$2.48M Buy
11,784
+66
+0.6% +$12.3K 1.41% 19
2024
Q1 		$2.01M Buy
11,718
+12
+0.1% +$2.18K 1.19% 22
2023
Q4 		$2.25M Buy
11,706
+11
+0.1% +$2.03K 1.43% 20
2023
Q3 		$2M Buy
11,695
+12
+0.1% +$2.2K 1.42% 19
2023
Q2 		$2.27M Buy
11,683
+12
+0.1% +$2.09K 1.59% 17
2023
Q1 		$1.92M Sell
11,671
-217
-2% -$32K 1.4% 20
2022
Q4 		$1.54M Buy
+11,888
New +$1.7M 1.04% 19

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 Freedom LLC's AAPL Position: Q1 2026 in Review

Financial Freedom LLC increased its Apple (AAPL) stake by 0.07% in Q1 2026, buying an estimated $1.82K and bringing the position to 10,543 shares worth $2.68M. The position accounts for 1.33% of the portfolio, ranked #21.

Financial Freedom LLC first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.89M in Q4 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Financial Freedom LLC held 10,543 shares of Apple worth $2.68M as of Q1 2026.
  • Financial Freedom LLC bought 7 Apple shares in Q1 2026, an estimated $1.82K.
  • Apple made up 1.33% of Financial Freedom LLC's portfolio in Q1 2026, its #21 holding.
  • Financial Freedom LLC first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's Apple position peaked at $2.89M in Q4 2024.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.