Focused Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.2M | Buy |
114,902
+839
| +0.7% | +$240K | 2.89% | 7 |
|
|
2026
Q1 | $28.9M | Buy |
114,063
+7,096
| +7% | +$1.85M | 3% | 7 |
|
|
2025
Q4 | $29.1M | Buy |
106,967
+691
| +0.7% | +$186K | 3.04% | 7 |
|
|
2025
Q3 | $27.1M | Sell |
106,276
-329
| -0.3% | -$74.3K | 2.88% | 7 |
|
|
2025
Q2 | $21.9M | Buy |
106,605
+713
| +0.7% | +$144K | 2.65% | 9 |
|
|
2025
Q1 | $23.5M | Buy |
105,892
+906
| +0.9% | +$210K | 3.18% | 7 |
|
|
2024
Q4 | $26.3M | Buy |
104,986
+414
| +0.4% | +$97.6K | 3.55% | 6 |
|
|
2024
Q3 | $24.4M | Sell |
104,572
-5,979
| -5% | -$1.34M | 3.17% | 8 |
|
|
2024
Q2 | $23.3M | Buy |
110,551
+1,338
| +1% | +$250K | 3.33% | 7 |
|
|
2024
Q1 | $18.7M | Buy |
109,213
+2,827
| +3% | +$514K | 2.88% | 8 |
|
|
2023
Q4 | $20.5M | Buy |
106,386
+9,091
| +9% | +$1.68M | 3.37% | 8 |
|
|
2023
Q3 | $16.7M | Sell |
97,295
-457
| -0.5% | -$83.8K | 2.94% | 9 |
|
|
2023
Q2 | $19M | Sell |
97,752
-1,639
| -2% | -$286K | 3.41% | 8 |
|
|
2023
Q1 | $16.4M | Buy |
99,391
+590
| +0.6% | +$87.1K | 3.32% | 7 |
|
|
2022
Q4 | $12.8M | Buy |
98,801
+535
| +0.5% | +$76.5K | 2.61% | 10 |
|
|
2022
Q3 | $13.6M | Sell |
98,266
-668
| -0.7% | -$105K | 2.85% | 8 |
|
|
2022
Q2 | $13.5M | Buy |
98,934
+1,126
| +1% | +$171K | 2.46% | 10 |
|
|
2022
Q1 | $17.1M | Buy |
97,808
+633
| +0.7% | +$106K | 2.7% | 8 |
|
|
2021
Q4 | $17.3M | Sell |
97,175
-294
| -0.3% | -$46.5K | 2.67% | 8 |
|
|
2021
Q3 | $13.8M | Buy |
97,469
+268
| +0.3% | +$39.5K | 2.25% | 11 |
|
|
2021
Q2 | $13.3M | Buy |
97,201
+151
| +0.2% | +$19.6K | 2.2% | 12 |
|
|
2021
Q1 | $11.9M | Sell |
97,050
-93
| -0.1% | -$11.9K | 2.11% | 12 |
|
|
2020
Q4 | $12.9M | Sell |
97,143
-4,074
| -4% | -$490K | 2.51% | 11 |
|
|
2020
Q3 | $11.7M | Buy |
101,217
+393
| +0.4% | +$42.9K | 2.55% | 10 |
|
|
2020
Q2 | $9.2M | Sell |
100,824
-1,244
| -1% | -$96.4K | 2.13% | 11 |
|
|
2020
Q1 | $6.49M | Sell |
102,068
-2,060
| -2% | -$151K | 1.87% | 12 |
|
|
2019
Q4 | $7.64M | Buy |
104,128
+1,856
| +2% | +$119K | 1.81% | 13 |
|
|
2019
Q3 | $5.73M | Sell |
102,272
-10,568
| -9% | -$553K | 1.58% | 11 |
|
|
2019
Q2 | $5.58M | Buy |
+112,840
| New | +$5.5M | 1.49% | 13 |
|
|
2018
Q2 | – | Sell |
-104,312
| Closed | -$4.38M | – | 640 |
|
|
2018
Q1 | $4.38M | Buy |
104,312
+1,564
| +2% | +$67.3K | 1.4% | 15 |
|
|
2017
Q4 | $4.35M | Sell |
102,748
-16,288
| -14% | -$681K | 1.39% | 16 |
|
|
2017
Q3 | $4.59M | Buy |
119,036
+9,948
| +9% | +$386K | 1.53% | 16 |
|
|
2017
Q2 | $3.93M | Sell |
109,088
-332
| -0.3% | -$12.3K | 1.47% | 16 |
|
|
2017
Q1 | $3.93M | Sell |
109,420
-12,956
| -11% | -$427K | 1.54% | 16 |
|
|
2016
Q4 | $3.54M | Buy |
122,376
+3,180
| +3% | +$90.2K | 1.5% | 15 |
|
|
2016
Q3 | $3.37M | Sell |
119,196
-3,724
| -3% | -$98.6K | 1.48% | 14 |
|
|
2016
Q2 | $2.94M | Buy |
122,920
+7,092
| +6% | +$176K | 1.35% | 14 |
|
|
2016
Q1 | $3.16M | Buy |
115,828
+25,788
| +29% | +$643K | 1.73% | 13 |
|
|
2015
Q4 | $2.37M | Buy |
90,040
+2,796
| +3% | +$79.9K | 1.36% | 19 |
|
|
2015
Q3 | $2.41M | Buy |
87,244
+20,588
| +31% | +$604K | 1.53% | 19 |
|
|
2015
Q2 | $2.09M | Buy |
66,656
+2,316
| +4% | +$74.1K | 1.29% | 21 |
|
|
2015
Q1 | $2M | Sell |
64,340
-792
| -1% | -$23.9K | 1.23% | 23 |
|
|
2014
Q4 | $1.8M | Buy |
65,132
+784
| +1% | +$21.3K | 1.27% | 20 |
|
|
2014
Q3 | $1.62M | Buy |
64,348
+10,056
| +19% | +$247K | 1.24% | 26 |
|
|
2014
Q2 | $1.26M | Sell |
54,292
-1,204
| -2% | -$25.6K | 0.99% | 27 |
|
|
2014
Q1 | $1.06M | Sell |
55,496
-11,788
| -18% | -$224K | 0.89% | 26 |
|
|
2013
Q4 | $1.35M | Buy |
67,284
+19,236
| +40% | +$363K | 1.13% | 23 |
|
|
2013
Q3 | $818K | Buy |
+48,048
| New | +$797K | 0.78% | 28 |
|
Other funds holding AAPL
Focused Wealth Management's AAPL Position: Q2 2026 in Review
Focused Wealth Management increased its Apple (AAPL) stake by 0.74% in Q2 2026, buying an estimated $240K and bringing the position to 114,902 shares worth $33.2M. The position accounts for 2.89% of the portfolio, ranked #7.
Focused Wealth Management first reported a position in AAPL in Q3 2013 and has held it in 48 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Focused Wealth Management held 114,902 shares of Apple worth $33.2M as of Q2 2026.
- Focused Wealth Management bought 839 Apple shares in Q2 2026, an estimated $240K.
- Apple made up 2.89% of Focused Wealth Management's portfolio in Q2 2026, its #7 holding.
- Focused Wealth Management first reported a position in Apple in Q3 2013 and has held it in 48 quarters since.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.