FWM
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Fonville Wealth Management’s Apple AAPL Stock Holding History

Fonville 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 		$7.95M Buy
31,318
+117
+0.4% +$30.4K 1.51% 23
2025
Q4 		$8.48M Buy
31,201
+1,212
+4% +$325K 1.73% 20
2025
Q3 		$7.64M Buy
29,989
+255
+0.9% +$57.6K 1.72% 20
2025
Q2 		$6.1M Buy
29,734
+2,511
+9% +$507K 1.54% 21
2025
Q1 		$5.89M Buy
27,223
+4,332
+19% +$1M 1.74% 21
2024
Q4 		$5.73M Sell
22,891
-584
-2% -$138K 1.89% 17
2024
Q3 		$5.47M Buy
23,475
+1,591
+7% +$355K 1.89% 17
2024
Q2 		$4.61M Buy
21,884
+2,339
+12% +$436K 1.83% 18
2024
Q1 		$3.35M Sell
19,545
-1,464
-7% -$266K 1.48% 25
2023
Q4 		$4.04M Buy
+21,009
New +$3.88M 2.15% 16

Other funds holding AAPL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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