Focus Partners Wealth
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Focus Partners Wealth’s Apple AAPL Stock Holding History

Focus Partners Wealth’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 		– Sell
-29,300
Closed -$7.97M – 2644
2025
Q4 		$7.97M Sell
29,300
-56,500
-66% -$15.2M 0.01% 780
2025
Q3 		$21.8M Buy
85,800
+10,500
+14% +$2.37M 0.04% 387
2025
Q2 		$15.4M Buy
75,300
+55,400
+278% +$11.2M 0.03% 417
2025
Q1 		$4.42M Buy
19,900
+5,500
+38% +$1.27M 0.01% 663
2024
Q4 		$3.61M Sell
14,400
-3,500
-20% -$825K 0.01% 703
2024
Q3 		$4.17M Buy
+17,900
New +$4M 0.01% 604

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

Focus Partners Wealth's AAPL Position: Q1 2026 in Review

Focus Partners Wealth increased its Apple (AAPL) stake by 5.4% in Q1 2026, buying an estimated $134M and bringing the position to 10,037,788 shares worth $2.54B. The position accounts for 2.83% of the portfolio, ranked #1.

Focus Partners Wealth first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.57B in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Focus Partners Wealth held 10,037,788 shares of Apple worth $2.54B as of Q1 2026.
  • Focus Partners Wealth bought 516,119 Apple shares in Q1 2026, an estimated $134M.
  • Apple made up 2.83% of Focus Partners Wealth's portfolio in Q1 2026, its #1 holding.
  • Focus Partners Wealth first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Apple position peaked at $2.57B in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.