Florida Financial Advisors’s Apple AAPL Stock Holding History

Florida Financial 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 Q1	$6.8M	Buy	26,786 +465	+2%	+$121K	1.63%	10
2025 Q4	$7.14M	Buy	26,321 +7,072	+37%	+$1.9M	1.94%	12
2025 Q3	$4.9M	Sell	19,249 -5,122	-21%	-$1.16M	1.51%	13
2025 Q2	$5M	Sell	24,371 -3,927	-14%	-$793K	1.66%	12
2025 Q1	$6.27M	Buy	28,298 +1,244	+5%	+$288K	2.47%	8
2024 Q4	$6.77M	Buy	27,054 +5,026	+23%	+$1.18M	3.03%	8
2024 Q3	$5.13M	Buy	22,028 +2,133	+11%	+$476K	2.65%	10
2024 Q2	$4.19M	Buy	19,895 +2,594	+15%	+$484K	2.51%	10
2024 Q1	$2.97M	Buy	17,301 +3,415	+25%	+$621K	2.18%	11
2023 Q4	$2.67M	Buy	+13,886	New	+$2.56M	2.48%	12

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Florida Financial Advisors's AAPL Position: Q1 2026 in Review

Florida Financial Advisors increased its Apple (AAPL) stake by 1.8% in Q1 2026, buying an estimated $121K and bringing the position to 26,786 shares worth $6.8M. The position accounts for 1.63% of the portfolio, ranked #10.

Florida Financial Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.14M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Florida Financial Advisors held 26,786 shares of Apple worth $6.8M as of Q1 2026.
Florida Financial Advisors bought 465 Apple shares in Q1 2026, an estimated $121K.
Apple made up 1.63% of Florida Financial Advisors's portfolio in Q1 2026, its #10 holding.
Florida Financial Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Apple position peaked at $7.14M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.