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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
Q2 		$18.7M Sell
64,772
-440
-0.7% -$126K 5.31% 6
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Network Wealth Management's AAPL Position: Q2 2026 in Review

Financial Network Wealth Management reduced its Apple (AAPL) stake by 0.67% in Q2 2026, selling an estimated $126K and leaving 64,772 shares worth $18.7M. The position accounts for 5.31% of the portfolio, ranked #6.

Financial Network Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.8M in Q4 2024. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Network Wealth Management held 64,772 shares of Apple worth $18.7M as of Q2 2026.
  • Financial Network Wealth Management sold 440 Apple shares in Q2 2026, an estimated $126K.
  • Apple made up 5.31% of Financial Network Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Financial Network Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Financial Network Wealth Management's Apple position peaked at $18.8M in Q4 2024.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.