First Foundation Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$70.9M Sell
279,434
-3,488
-1% -$908K 2.86% 7
2025
Q4
$76.9M Sell
282,922
-18,393
-6% -$4.94M 2.9% 7
2025
Q3
$76.7M Sell
301,315
-11,989
-4% -$2.71M 2.84% 7
2025
Q2
$64.3M Buy
313,304
+385
+0.1% +$77.8K 2.38% 8
2025
Q1
$69.5M Sell
312,919
-15,173
-5% -$3.52M 2.83% 7
2024
Q4
$82.2M Sell
328,092
-1,356
-0.4% -$320K 3.09% 6
2024
Q3
$76.8M Sell
329,448
-9,478
-3% -$2.12M 2.89% 6
2024
Q2
$71.4M Sell
338,926
-8,599
-2% -$1.6M 2.73% 7
2024
Q1
$59.6M Buy
347,525
+83,022
+31% +$15.1M 2.38% 8
2023
Q4
$50.9M Sell
264,503
-53,652
-17% -$9.91M 2.32% 8
2023
Q3
$54.5M Sell
318,155
-24,773
-7% -$4.54M 2.54% 7
2023
Q2
$66.5M Sell
342,928
-49,067
-13% -$8.55M 2.87% 3
2023
Q1
$64.6M Sell
391,995
-26,886
-6% -$3.97M 2.97% 4
2022
Q4
$54.4M Sell
418,881
-55,254
-12% -$7.9M 2.61% 5
2022
Q3
$65.5M Buy
474,135
+4,274
+0.9% +$671K 3.21% 3
2022
Q2
$64.2M Buy
469,861
+23,586
+5% +$3.57M 2.84% 5
2022
Q1
$77.9M Buy
446,275
+29,192
+7% +$4.91M 2.81% 7
2021
Q4
$74.1M Sell
417,083
-5,161
-1% -$816K 2.55% 6
2021
Q3
$59.7M Buy
422,244
+100,867
+31% +$14.8M 2.23% 8
2021
Q2
$44M Sell
321,377
-1,833
-0.6% -$238K 1.7% 13
2021
Q1
$39.5M Sell
323,210
-96,601
-23% -$12.4M 1.69% 13
2020
Q4
$55.7M Buy
419,811
+10,771
+3% +$1.3M 2.47% 7
2020
Q3
$47.4M Sell
409,040
-3,600
-0.9% -$393K 2.2% 9
2020
Q2
$37.6M Sell
412,640
-6,208
-1% -$481K 1.94% 10
2020
Q1
$26.6M Buy
418,848
+148,036
+55% +$10.9M 1.63% 11
2019
Q4
$19.9M Sell
270,812
-12,000
-4% -$772K 0.98% 23
2019
Q3
$15.8M Buy
282,812
+9,692
+4% +$507K 0.85% 30
2019
Q2
$13.5M Buy
273,120
+4,608
+2% +$225K 0.76% 36
2019
Q1
$12.8M Sell
268,512
-23,784
-8% -$1.01M 0.76% 33
2018
Q4
$11.5M Sell
292,296
-5,872
-2% -$285K 0.73% 40
2018
Q3
$16.8M Buy
298,168
+12,824
+4% +$668K 0.93% 32
2018
Q2
$13.2M Buy
285,344
+15,804
+6% +$717K 0.78% 36
2018
Q1
$11.3M Sell
269,540
-111,376
-29% -$4.79M 0.63% 41
2017
Q4
$16.1M Sell
380,916
-81,432
-18% -$3.4M 0.87% 36
2017
Q3
$17.8M Buy
462,348
+132,496
+40% +$5.14M 1.01% 34
2017
Q2
$11.9M Sell
329,852
-17,252
-5% -$638K 0.7% 40
2017
Q1
$12.5M Buy
347,104
+48,004
+16% +$1.58M 0.77% 39
2016
Q4
$8.66M Buy
299,100
+25,072
+9% +$711K 0.57% 47
2016
Q3
$7.75M Sell
274,028
-37,420
-12% -$990K 0.54% 49
2016
Q2
$7.44M Sell
311,448
-14,116
-4% -$351K 0.53% 49
2016
Q1
$8.87M Buy
325,564
+50,688
+18% +$1.26M 0.64% 47
2015
Q4
$7.23M Buy
274,876
+9,440
+4% +$270K 0.49% 57
2015
Q3
$7.32M Sell
265,436
-101,676
-28% -$2.98M 0.6% 48
2015
Q2
$11.5M Buy
367,112
+9,100
+3% +$291K 0.91% 42
2015
Q1
$11.1M Sell
358,012
-5,916
-2% -$179K 0.93% 39
2014
Q4
$10M Buy
363,928
+57,928
+19% +$1.58M 0.88% 43
2014
Q3
$7.71M Sell
306,000
-48,328
-14% -$1.19M 0.77% 39
2014
Q2
$8.23M Sell
354,328
-5,220
-1% -$111K 0.9% 38
2014
Q1
$6.89M Sell
359,548
-11,536
-3% -$219K 0.85% 37
2013
Q4
$7.43M Buy
371,084
+174,468
+89% +$3.3M 1% 36
2013
Q3
$3.35M Buy
196,616
+3,360
+2% +$55.7K 0.52% 40
2013
Q2
$2.74M Buy
+193,256
New +$2.97M 0.54% 39

Other funds holding AAPL

First Foundation Advisors's AAPL Position: Q1 2026 in Review

First Foundation Advisors reduced its Apple (AAPL) stake by 1.2% in Q1 2026, selling an estimated $908K and leaving 279,434 shares worth $70.9M. The position accounts for 2.86% of the portfolio, ranked #7.

First Foundation Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $82.2M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • First Foundation Advisors held 279,434 shares of Apple worth $70.9M as of Q1 2026.
  • First Foundation Advisors sold 3,488 Apple shares in Q1 2026, an estimated $908K.
  • Apple made up 2.86% of First Foundation Advisors's portfolio in Q1 2026, its #7 holding.
  • First Foundation Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • First Foundation Advisors's Apple position peaked at $82.2M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.