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FOCUS Wealth Advisors’s Apple AAPL Stock Holding History

FOCUS Wealth 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
Q2 		$4.21M Sell
14,558
-101
-0.7% -$28.9K 1.95% 19
2026
Q1 		$3.72M Sell
14,659
-458
-3% -$119K 1.82% 18
2025
Q4 		$4.11M Sell
15,117
-5
-0% -$1.34K 1.91% 18
2025
Q3 		$3.85M Buy
15,122
+65
+0.4% +$14.7K 1.85% 19
2025
Q2 		$3.09M Buy
15,057
+10
+0.1% +$2.02K 1.61% 20
2025
Q1 		$3.34M Sell
15,047
-453
-3% -$105K 1.85% 17
2024
Q4 		$3.88M Sell
15,500
-176
-1% -$41.5K 2.06% 15
2024
Q3 		$3.65M Sell
15,676
-273
-2% -$61K 1.82% 18
2024
Q2 		$3.36M Buy
15,949
+1,011
+7% +$189K 1.72% 18
2024
Q1 		$2.56M Buy
14,938
+775
+5% +$141K 1.37% 19
2023
Q4 		$2.73M Sell
14,163
-530
-4% -$97.9K 1.73% 18
2023
Q3 		$2.52M Buy
14,693
+1,033
+8% +$189K 1.75% 17
2023
Q2 		$2.65M Sell
13,660
-1,247
-8% -$217K 1.79% 15
2023
Q1 		$2.46M Buy
14,907
+598
+4% +$88.2K 1.61% 17
2022
Q4 		$1.86M Sell
14,309
-252
-2% -$36K 1.29% 20
2022
Q3 		$2.01M Sell
14,561
-181
-1% -$28.4K 1.43% 18
2022
Q2 		$2.02M Buy
14,742
+32
+0.2% +$4.85K 1.38% 15
2022
Q1 		$2.57M Sell
14,710
-181
-1% -$30.4K 1.53% 13
2021
Q4 		$2.64M Buy
14,891
+282
+2% +$44.6K 1.58% 14
2021
Q3 		$2.07M Buy
14,609
+71
+0.5% +$10.5K 1.4% 18
2021
Q2 		$1.99M Sell
14,538
-308
-2% -$39.9K 1.39% 18
2021
Q1 		$1.83M Sell
14,846
-233
-2% -$29.9K 1.34% 19
2020
Q4 		$2M Buy
+15,079
New +$1.81M 1.54% 17

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 Wealth Advisors's AAPL Position: Q2 2026 in Review

FOCUS Wealth Advisors reduced its Apple (AAPL) stake by 0.69% in Q2 2026, selling an estimated $28.9K and leaving 14,558 shares worth $4.21M. The position accounts for 1.95% of the portfolio, ranked #19.

FOCUS Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • FOCUS Wealth Advisors held 14,558 shares of Apple worth $4.21M as of Q2 2026.
  • FOCUS Wealth Advisors sold 101 Apple shares in Q2 2026, an estimated $28.9K.
  • Apple made up 1.95% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • FOCUS Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.