Focus Partners Wealth
AAPL icon

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
Q2 		$7.96M Buy
+27,500
New +$7.87M 0.01% 789
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Focus Partners Wealth's AAPL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Apple (AAPL) stake by 0.21% in Q2 2026, selling an estimated $6.11M and leaving 10,016,436 shares worth $2.89B. The position accounts for 2.96% of the portfolio, ranked #1.

Focus Partners Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Focus Partners Wealth held 10,016,436 shares of Apple worth $2.89B as of Q2 2026.
  • Focus Partners Wealth sold 21,352 Apple shares in Q2 2026, an estimated $6.11M.
  • Apple made up 2.96% of Focus Partners Wealth's portfolio in Q2 2026, its #1 holding.
  • Focus Partners Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.