FMA Wealth Management’s Apple AAPL Stock Holding History

FMA 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	$1.2M	Sell	4,132 -3,754	-48%	-$1.07M	0.77%	24
2026 Q1	$2M	Hold	7,886	–	–	1.33%	20
2025 Q4	$2.14M	Sell	7,886 -91	-1%	-$24.4K	1.39%	20
2025 Q3	$2.03M	Sell	7,977 -709	-8%	-$160K	1.39%	19
2025 Q2	$1.78M	Sell	8,686 -580	-6%	-$117K	1.32%	19
2025 Q1	$2.24M	Sell	9,266 -110	-1%	-$25.5K	1.72%	19
2024 Q4	$2.35M	Sell	9,376 -972	-9%	-$229K	1.75%	19
2024 Q3	$2.41M	Sell	10,348 -195	-2%	-$43.5K	1.75%	19
2024 Q2	$2.22M	Sell	10,543 -115	-1%	-$21.4K	1.8%	19
2024 Q1	$1.81M	Buy	10,658 +90	+0.9%	+$16.4K	1.5%	21
2023 Q4	$2.03M	Buy	+10,568	New	+$1.95M	1.85%	19

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

FMA Wealth Management's AAPL Position: Q2 2026 in Review

FMA Wealth Management reduced its Apple (AAPL) stake by 48% in Q2 2026, selling an estimated $1.07M and leaving 4,132 shares worth $1.2M. The position accounts for 0.77% of the portfolio, ranked #24.

FMA Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

FMA Wealth Management held 4,132 shares of Apple worth $1.2M as of Q2 2026.
FMA Wealth Management sold 3,754 Apple shares in Q2 2026, an estimated $1.07M.
Apple made up 0.77% of FMA Wealth Management's portfolio in Q2 2026, its #24 holding.
FMA Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
FMA Wealth Management's Apple position peaked at $2.41M in Q3 2024.
1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.