First Foundation Advisors
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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
2026
Q2 		– Sell
-3,700
Closed -$939K – 355
2026
Q1 		$939K Buy
+3,700
New +$963K 0.04% 186

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Foundation Advisors's AAPL Position: Q3 2026 in Review

First Foundation Advisors increased its Apple (AAPL) stake by 2.5% in Q3 2026, buying an estimated $1.72M and bringing the position to 222,056 shares worth $73.9M. The position accounts for 2.55% of the portfolio, ranked #7.

First Foundation Advisors first reported a position in AAPL in Q2 2013 and has held it in 54 quarters since. The position peaked at $82.2M in Q4 2024. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • First Foundation Advisors held 222,056 shares of Apple worth $73.9M as of Q3 2026.
  • First Foundation Advisors bought 5,345 Apple shares in Q3 2026, an estimated $1.72M.
  • Apple made up 2.55% of First Foundation Advisors's portfolio in Q3 2026, its #7 holding.
  • First Foundation Advisors first reported a position in Apple in Q2 2013 and has held it in 54 quarters since.
  • First Foundation Advisors's Apple position peaked at $82.2M in Q4 2024.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.