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Financial Management Network’s Apple AAPL Stock Holding History

Financial Management Network’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 		$17M Sell
65,077
-2,190
-3% -$570K 2.6% 10
2025
Q4 		$18.2M Sell
67,267
-833
-1% -$224K 2.88% 9
2025
Q3 		$17.5M Buy
68,100
+2,061
+3% +$466K 2.88% 9
2025
Q2 		$14.1M Buy
66,039
+890
+1% +$180K 2.53% 10
2025
Q1 		$11.8M Sell
65,149
-2,387
-4% -$553K 2.66% 11
2024
Q4 		$16.4M Buy
67,536
+3,066
+5% +$723K 3.42% 5
2024
Q3 		$14.6M Buy
64,470
+1,978
+3% +$442K 3.06% 7
2024
Q2 		$14.1M Buy
62,492
+126
+0.2% +$23.5K 3.39% 7
2024
Q1 		$10.5M Sell
62,366
-1,050
-2% -$191K 2.65% 9
2023
Q4 		$11.5M Sell
63,416
-383
-0.6% -$70.7K 3.35% 8
2023
Q3 		$11.1M Sell
63,799
-593
-0.9% -$109K 3.67% 7
2023
Q2 		$12.4M Sell
64,392
-1,794
-3% -$313K 4.32% 4
2023
Q1 		$11M Sell
66,186
-974
-1% -$144K 4.4% 4
2022
Q4 		$8.49M Buy
67,160
+1,107
+2% +$158K 3.77% 6
2022
Q3 		$9.65M Buy
66,053
+736
+1% +$116K 4.76% 4
2022
Q2 		$9.07M Sell
65,317
-1,395
-2% -$211K 4.83% 4
2022
Q1 		$11.9M Sell
66,712
-180
-0.3% -$30.3K 6.05% 3
2021
Q4 		$12M Sell
66,892
-2,291
-3% -$362K 5.51% 4
2021
Q3 		$9.63M Buy
69,183
+582
+0.8% +$85.7K 4.88% 4
2021
Q2 		$9.6M Sell
68,601
-1,932
-3% -$250K 4.88% 4
2021
Q1 		$9.35M Buy
70,533
+9,145
+15% +$1.17M 4.84% 4
2020
Q4 		$8.11M Buy
+61,388
New +$7.38M 4.99% 4

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 Management Network's AAPL Position: Q1 2026 in Review

Financial Management Network reduced its Apple (AAPL) stake by 3.3% in Q1 2026, selling an estimated $570K and leaving 65,077 shares worth $17M. The position accounts for 2.6% of the portfolio, ranked #10.

Financial Management Network first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Financial Management Network held 65,077 shares of Apple worth $17M as of Q1 2026.
  • Financial Management Network sold 2,190 Apple shares in Q1 2026, an estimated $570K.
  • Apple made up 2.6% of Financial Management Network's portfolio in Q1 2026, its #10 holding.
  • Financial Management Network first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's Apple position peaked at $18.2M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.