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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
2023
Q4 		– Sell
-8,000
Closed -$53.8K – 1026
2023
Q3 		$53.8K Buy
+8,000
New +$1.47M 0.01% 284
2021
Q2 		– Sell
-14,000
Closed -$67K – 919
2021
Q1 		$67K Buy
+14,000
New +$1.8M 0.01% 335

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

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. 6,119 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.
  • 6,119 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.