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Forge Financial Services’s Apple AAPL Stock Holding History

Forge Financial Services’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 		– Sell
-6,575
Closed -$1.79M – 32
2025
Q4 		$1.79M Buy
+6,575
New +$1.77M 0.76% 16
2025
Q2 		– Sell
-1,374
Closed -$305K – 21
2025
Q1 		$305K Buy
+1,374
New +$318K 0.27% 17

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forge Financial Services's AAPL Position: Q1 2026 in Review

Forge Financial Services sold out of Apple (AAPL) in Q1 2026, closing a stake of 6,575 shares — an estimated $1.79M sold.

Forge Financial Services first reported a position in AAPL in Q1 2025 and held it in 2 quarters. The position peaked at $1.79M in Q4 2025. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Forge Financial Services reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Forge Financial Services sold 6,575 Apple shares in Q1 2026, an estimated $1.79M.
  • Forge Financial Services first reported a position in Apple in Q1 2025 and held it in 2 quarters.
  • Forge Financial Services's Apple position peaked at $1.79M in Q4 2025.
  • 6,104 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Forge Financial Services's 13F filing for Q1 2026, filed 8 May 2026.