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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
Q2 		$2.89M Sell
9,990
-273
-3% -$78.1K 0.74% 20
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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ForthRight Wealth Management's AAPL Position: Q2 2026 in Review

ForthRight Wealth Management reduced its Apple (AAPL) stake by 2.7% in Q2 2026, selling an estimated $78.1K and leaving 9,990 shares worth $2.89M. 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 23 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ForthRight Wealth Management held 9,990 shares of Apple worth $2.89M as of Q2 2026.
  • ForthRight Wealth Management sold 273 Apple shares in Q2 2026, an estimated $78.1K.
  • Apple made up 0.74% of ForthRight Wealth Management's portfolio in Q2 2026, its #20 holding.
  • ForthRight Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.