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Forefront Wealth Management’s Apple AAPL Stock Holding History

Forefront 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
2025
Q4 		$7.13M Sell
26,215
-358
-1% -$96.1K 5.11% 5
2025
Q3 		$6.77M Sell
26,573
-891
-3% -$201K 4.96% 5
2025
Q2 		$5.63M Sell
27,464
-3,772
-12% -$762K 4.52% 6
2025
Q1 		$6.94M Sell
31,236
-289
-0.9% -$67K 6.42% 3
2024
Q4 		$7.89M Buy
+31,525
New +$7.43M 7.27% 3
2023
Q3 		$5.95M Sell
34,748
-680
-2% -$125K 8.34% 2
2023
Q2 		$6.87M Sell
35,428
-1,656
-4% -$289K 9.08% 2
2023
Q1 		$6.12M Sell
37,084
-1,749
-5% -$258K 8% 3
2022
Q4 		$5.06M Sell
38,833
-336
-0.9% -$48K 6.82% 3
2022
Q3 		$5.41M Sell
39,169
-57
-0.1% -$8.95K 7.54% 1
2022
Q2 		$5.37M Sell
39,226
-5,791
-13% -$877K 7.24% 3
2022
Q1 		$7.86M Buy
45,017
+508
+1% +$85.4K 7.78% 1
2021
Q4 		$7.9M Buy
+44,509
New +$7.03M 7.54% 1

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forefront Wealth Management's AAPL Position: Q4 2025 in Review

Forefront Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q4 2025, selling an estimated $96.1K and leaving 26,215 shares worth $7.13M. The position accounts for 5.11% of the portfolio, ranked #5.

Forefront Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.9M in Q4 2021. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Forefront Wealth Management held 26,215 shares of Apple worth $7.13M as of Q4 2025.
  • Forefront Wealth Management sold 358 Apple shares in Q4 2025, an estimated $96.1K.
  • Apple made up 5.11% of Forefront Wealth Management's portfolio in Q4 2025, its #5 holding.
  • Forefront Wealth Management first reported a position in Apple in Q4 2021 and has held it in 13 quarters since.
  • Forefront Wealth Management's Apple position peaked at $7.9M in Q4 2021.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.