FWM
AAPL icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
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.