FNWM
AAPL icon

Financial Network Wealth Management’s Apple AAPL Stock Holding History

Financial Network Wealth Management’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 		$16.6M Sell
65,212
-3,574
-5% -$930K 5.24% 6
2025
Q4 		$18.7M Sell
68,786
-261
-0.4% -$70.1K 5.75% 6
2025
Q3 		$18.6M Buy
+69,047
New +$15.6M 5.74% 6
2025
Q1 		$16.3M Sell
73,273
-1,813
-2% -$420K 5.75% 5
2024
Q4 		$18.8M Sell
75,086
-802
-1% -$189K 6.72% 4
2024
Q3 		$17.7M Sell
75,888
-450
-0.6% -$100K 6.34% 4
2024
Q2 		$16.1M Sell
76,338
-757
-1% -$141K 6.12% 4
2024
Q1 		$14.1M Sell
77,095
-2,381
-3% -$433K 6.67% 5
2023
Q4 		$15.3M Buy
79,476
+797
+1% +$147K 6.62% 2
2023
Q3 		$13.7M Buy
78,679
+1,055
+1% +$193K 6.67% 2
2023
Q2 		$15.2M Sell
77,624
-3,131
-4% -$546K 7.03% 2
2023
Q1 		$13.3M Sell
80,755
-576
-0.7% -$85K 6.59% 2
2022
Q4 		$10.6M Sell
81,331
-563
-0.7% -$80.5K 5.72% 3
2022
Q3 		$11.3M Buy
81,894
+136
+0.2% +$21.3K 7.06% 2
2022
Q2 		$11.2M Sell
81,758
-2,611
-3% -$395K 6.69% 3
2022
Q1 		$14.7M Sell
84,369
-612
-0.7% -$103K 7.69% 1
2021
Q4 		$15.1M Sell
84,981
-867
-1% -$137K 7.64% 2
2021
Q3 		$12.1M Sell
85,848
-1,038
-1% -$153K 6.95% 3
2021
Q2 		$11.9M Sell
86,886
-57
-0.1% -$7.38K 7% 3
2021
Q1 		$10.6M Buy
86,943
+1,301
+2% +$167K 6.93% 3
2020
Q4 		$11.4M Buy
+85,642
New +$10.3M 8.91% 1

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 Network Wealth Management's AAPL Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Apple (AAPL) stake by 5.2% in Q1 2026, selling an estimated $930K and leaving 65,212 shares worth $16.6M. The position accounts for 5.24% of the portfolio, ranked #6.

Financial Network Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.8M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Financial Network Wealth Management held 65,212 shares of Apple worth $16.6M as of Q1 2026.
  • Financial Network Wealth Management sold 3,574 Apple shares in Q1 2026, an estimated $930K.
  • Apple made up 5.24% of Financial Network Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Financial Network Wealth Management first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's Apple position peaked at $18.8M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.