Focused Wealth Management’s Apple AAPL Stock Holding History

Focused 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	$381K	Sell	1,500 -15,900	-91%	-$4.14M	0.04%	135
2025 Q4	$4.73M	Sell	17,400 -1,100	-6%	-$295K	0.49%	34
2025 Q3	$4.71M	Buy	+18,500	New	+$4.18M	0.5%	33
2025 Q1	–	Sell	-200	Closed	-$9.72K	–	198
2024 Q4	$9.72K	Sell	200 -400	-67%	-$94.3K	﹤0.01%	177
2024 Q3	$140K	Sell	600 -7,200	-92%	-$1.61M	0.02%	208
2024 Q2	$1.64M	Buy	7,800 +600	+8%	+$112K	0.23%	45
2024 Q1	$1.23M	Buy	+7,200	New	+$1.31M	0.19%	55
2023 Q4	–	Sell	-5,600	Closed	-$19.3K	–	1025
2023 Q3	$19.3K	Buy	+5,600	New	+$1.03M	﹤0.01%	431
2019 Q1	–	Sell	-12,000	Closed	-$35K	–	691
2018 Q4	$35K	Buy	+12,000	New	+$582K	0.01%	324
2013 Q4	–	Hold	0	–	-$970K	–	617
2013 Q3	–	Hold	0	–	–	–	25

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Focused Wealth Management increased its Apple (AAPL) stake by 6.6% in Q1 2026, buying an estimated $1.85M and bringing the position to 114,063 shares worth $28.9M. The position accounts for 3% of the portfolio, ranked #7.

Focused Wealth Management first reported a position in AAPL in Q3 2013 and has held it in 47 quarters since. The position peaked at $29.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Focused Wealth Management held 114,063 shares of Apple worth $28.9M as of Q1 2026.
Focused Wealth Management bought 7,096 Apple shares in Q1 2026, an estimated $1.85M.
Apple made up 3% of Focused Wealth Management's portfolio in Q1 2026, its #7 holding.
Focused Wealth Management first reported a position in Apple in Q3 2013 and has held it in 47 quarters since.
Focused Wealth Management's Apple position peaked at $29.1M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.