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FMB Wealth Management’s Apple AAPL Stock Holding History

FMB 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
Q1 		$4.14M Sell
16,303
-3,406
-17% -$886K 1.71% 17
2025
Q4 		$5.36M Sell
19,709
-106
-0.5% -$28.5K 2.11% 14
2025
Q3 		$5.05M Buy
19,815
+223
+1% +$50.4K 2.14% 15
2025
Q2 		$4.02M Buy
19,592
+2,155
+12% +$435K 1.91% 17
2025
Q1 		$3.87M Sell
17,437
-1,137
-6% -$263K 2.14% 15
2024
Q4 		$4.65M Sell
18,574
-717
-4% -$169K 2.62% 9
2024
Q3 		$4.49M Buy
19,291
+500
+3% +$112K 2.54% 11
2024
Q2 		$3.96M Sell
18,791
-87
-0.5% -$16.2K 3.01% 12
2024
Q1 		$3.24M Sell
18,878
-13
-0.1% -$2.36K 2.58% 12
2023
Q4 		$3.64M Sell
18,891
-11
-0.1% -$2.03K 3.32% 11
2023
Q3 		$3.24M Buy
18,902
+70
+0.4% +$12.8K 3.47% 11
2023
Q2 		$3.65M Buy
18,832
+107
+0.6% +$18.6K 3.88% 9
2023
Q1 		$3.09M Sell
18,725
-1,903
-9% -$281K 3.68% 10
2022
Q4 		$2.68M Buy
+20,628
New +$2.95M 3.45% 10

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

FMB Wealth Management's AAPL Position: Q1 2026 in Review

FMB Wealth Management reduced its Apple (AAPL) stake by 17% in Q1 2026, selling an estimated $886K and leaving 16,303 shares worth $4.14M. The position accounts for 1.71% of the portfolio, ranked #17.

FMB Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.36M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • FMB Wealth Management held 16,303 shares of Apple worth $4.14M as of Q1 2026.
  • FMB Wealth Management sold 3,406 Apple shares in Q1 2026, an estimated $886K.
  • Apple made up 1.71% of FMB Wealth Management's portfolio in Q1 2026, its #17 holding.
  • FMB Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • FMB Wealth Management's Apple position peaked at $5.36M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.