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First Foundation Advisors’s Apple AAPL Stock Holding History

First Foundation Advisors’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
2021
Q1 		– Sell
-400
Closed -$20K – 414
2020
Q4 		$20K Buy
+400
New +$48.1K ﹤0.01% 411

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

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. 6,073 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.
  • 6,073 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.