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Forum Financial Management’s Apple AAPL Stock Holding History

Forum Financial 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 		$65.2M Sell
257,073
-68,715
-21% -$17.9M 0.92% 14
2025
Q4 		$88.6M Sell
325,788
-2,216
-0.7% -$595K 1.15% 13
2025
Q3 		$83.5M Buy
328,004
+15,950
+5% +$3.6M 1.14% 13
2025
Q2 		$64M Sell
312,054
-4,360
-1% -$881K 0.97% 14
2025
Q1 		$70.3M Buy
+316,414
New +$73.3M 1.16% 13
2024
Q4 		– Sell
-304,477
Closed -$70.9M – 893
2024
Q3 		$70.9M Sell
304,477
-3,248
-1% -$725K 1.18% 13
2024
Q2 		$64.8M Sell
307,725
-2,998
-1% -$559K 1.17% 13
2024
Q1 		$53.3M Sell
310,723
-4,760
-2% -$866K 0.91% 14
2023
Q4 		$60.7M Buy
315,483
+20,662
+7% +$3.82M 1.14% 12
2023
Q3 		$50.5M Sell
294,821
-6,571
-2% -$1.21M 1.12% 12
2023
Q2 		$58.5M Sell
301,392
-19,798
-6% -$3.45M 1.31% 12
2023
Q1 		$53M Buy
321,190
+15,960
+5% +$2.35M 1.53% 12
2022
Q4 		$39.7M Buy
305,230
+1,721
+0.6% +$246K 1.31% 15
2022
Q3 		$41.9M Sell
303,509
-2,756
-0.9% -$433K 2.02% 7
2022
Q2 		$41.9M Sell
306,265
-5,181
-2% -$785K 2.11% 8
2022
Q1 		$54.4M Buy
311,446
+7,237
+2% +$1.22M 2.62% 6
2021
Q4 		$54M Buy
+304,209
New +$48.1M 2.78% 6

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

Forum Financial Management's AAPL Position: Q1 2026 in Review

Forum Financial Management reduced its Apple (AAPL) stake by 21% in Q1 2026, selling an estimated $17.9M and leaving 257,073 shares worth $65.2M. The position accounts for 0.92% of the portfolio, ranked #14.

Forum Financial Management first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $88.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Forum Financial Management held 257,073 shares of Apple worth $65.2M as of Q1 2026.
  • Forum Financial Management sold 68,715 Apple shares in Q1 2026, an estimated $17.9M.
  • Apple made up 0.92% of Forum Financial Management's portfolio in Q1 2026, its #14 holding.
  • Forum Financial Management first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • Forum Financial Management's Apple position peaked at $88.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.