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Forum Private Client Group’s Apple AAPL Stock Holding History

Forum Private Client Group’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 		$961K Buy
3,322
+1
+0% +$286 0.29% 37
2026
Q1 		$843K Buy
3,321
+15
+0.5% +$3.9K 0.28% 39
2025
Q4 		$899K Sell
3,306
-16
-0.5% -$4.29K 0.31% 37
2025
Q3 		$846K Sell
3,322
-27
-0.8% -$6.1K 0.3% 37
2025
Q2 		$687K Sell
3,349
-13
-0.4% -$2.63K 0.26% 41
2025
Q1 		$747K Sell
3,362
-2
-0.1% -$463 0.32% 35
2024
Q4 		$842K Buy
3,364
+695
+26% +$164K 0.38% 32
2024
Q3 		$622K Sell
2,669
-16
-0.6% -$3.57K 0.28% 38
2024
Q2 		$566K Sell
2,685
-14
-0.5% -$2.61K 0.27% 40
2024
Q1 		$463K Sell
2,699
-56
-2% -$10.2K 0.22% 46
2023
Q4 		$530K Buy
+2,755
New +$509K 0.28% 43
2023
Q3 		– Sell
-2,460
Closed -$477K – 4
2023
Q2 		$477K Buy
2,460
+45
+2% +$7.84K 0.27% 46
2023
Q1 		$398K Sell
2,415
-272
-10% -$40.1K 0.25% 48
2022
Q4 		$349K Buy
2,687
+3
+0.1% +$429 0.24% 51
2022
Q3 		$371K Buy
2,684
+108
+4% +$17K 0.28% 47
2022
Q2 		$352K Buy
2,576
+549
+27% +$83.1K 0.26% 49
2022
Q1 		$354K Buy
+2,027
New +$341K 0.27% 49

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

Forum Private Client Group's AAPL Position: Q2 2026 in Review

Forum Private Client Group increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $286 and bringing the position to 3,322 shares worth $961K. The position accounts for 0.29% of the portfolio, ranked #37.

Forum Private Client Group first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Forum Private Client Group held 3,322 shares of Apple worth $961K as of Q2 2026.
  • Forum Private Client Group bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.29% of Forum Private Client Group's portfolio in Q2 2026, its #37 holding.
  • Forum Private Client Group first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.