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ForthRight Wealth Management’s Apple AAPL Stock Holding History

ForthRight 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 		$2.6M Hold
10,263
– – 0.74% 20
2025
Q4 		$2.79M Sell
10,263
-333
-3% -$89.4K 0.8% 20
2025
Q3 		$2.7M Buy
10,596
+660
+7% +$149K 0.78% 20
2025
Q2 		$2.04M Buy
9,936
+25
+0.3% +$5.05K 0.64% 21
2025
Q1 		$2.2M Sell
9,911
-218
-2% -$50.5K 0.74% 21
2024
Q4 		$2.54M Buy
10,129
+16
+0.2% +$3.77K 0.85% 20
2024
Q3 		$2.36M Sell
10,113
-209
-2% -$46.7K 0.78% 22
2024
Q2 		$2.17M Sell
10,322
-635
-6% -$118K 0.78% 24
2024
Q1 		$1.88M Sell
10,957
-140
-1% -$25.5K 0.67% 25
2023
Q4 		$2.14M Buy
11,097
+67
+0.6% +$12.4K 0.83% 23
2023
Q3 		$1.89M Sell
11,030
-783
-7% -$144K 0.81% 23
2023
Q2 		$2.29M Sell
11,813
-898
-7% -$156K 0.96% 21
2023
Q1 		$2.1M Buy
12,711
+4,014
+46% +$592K 0.96% 19
2022
Q4 		$1.13M Sell
8,697
-40
-0.5% -$5.72K 0.58% 24
2022
Q3 		$1.21M Buy
8,737
+1,829
+26% +$287K 0.71% 22
2022
Q2 		$944K Buy
6,908
+50
+0.7% +$7.57K 0.52% 24
2022
Q1 		$1.2M Sell
6,858
-16
-0.2% -$2.69K 0.62% 20
2021
Q4 		$1.22M Sell
6,874
-365
-5% -$57.7K 0.67% 20
2021
Q3 		$1.02M Buy
7,239
+102
+1% +$15K 0.62% 20
2021
Q2 		$977K Sell
7,137
-79
-1% -$10.2K 0.62% 19
2021
Q1 		$881K Buy
7,216
+182
+3% +$23.4K 0.6% 19
2020
Q4 		$933K Buy
+7,034
New +$846K 0.73% 17

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

ForthRight Wealth Management's AAPL Position: Q1 2026 in Review

ForthRight Wealth Management held its Apple (AAPL) position steady in Q1 2026 at 10,263 shares worth $2.6M. The position accounts for 0.74% of the portfolio, ranked #20.

ForthRight Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.79M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • ForthRight Wealth Management held 10,263 shares of Apple worth $2.6M as of Q1 2026.
  • ForthRight Wealth Management left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.74% of ForthRight Wealth Management's portfolio in Q1 2026, its #20 holding.
  • ForthRight Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • ForthRight Wealth Management's Apple position peaked at $2.79M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.