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Forvis Mazars Wealth Advisors’s Apple AAPL Stock Holding History

Forvis Mazars Wealth Advisors’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 		$50M Sell
197,127
-2,043
-1% -$532K 0.95% 16
2025
Q4 		$54.1M Buy
199,170
+21,692
+12% +$5.82M 1.02% 16
2025
Q3 		$45.2M Sell
177,478
-3,348
-2% -$756K 0.9% 21
2025
Q2 		$37.1M Buy
180,826
+10,259
+6% +$2.07M 0.8% 21
2025
Q1 		$37.9M Sell
170,567
-12,281
-7% -$2.85M 0.91% 18
2024
Q4 		$45.8M Sell
182,848
-7,787
-4% -$1.84M 1.06% 18
2024
Q3 		$44.4M Buy
190,635
+14,071
+8% +$3.14M 1.02% 20
2024
Q2 		$37.2M Sell
176,564
-8,494
-5% -$1.58M 0.93% 22
2024
Q1 		$31.7M Buy
185,058
+2,044
+1% +$372K 0.81% 24
2023
Q4 		$35.2M Sell
183,014
-10,214
-5% -$1.89M 0.98% 21
2023
Q3 		$33.1M Sell
193,228
-14,947
-7% -$2.74M 1% 21
2023
Q2 		$40.4M Buy
208,175
+29,970
+17% +$5.22M 1.18% 18
2023
Q1 		$29.4M Buy
178,205
+7,261
+4% +$1.07M 0.96% 20
2022
Q4 		$22.2M Sell
170,944
-344
-0.2% -$49.2K 0.78% 23
2022
Q3 		$23.7M Sell
171,288
-338
-0.2% -$53K 0.96% 16
2022
Q2 		$23.5M Buy
171,626
+28,430
+20% +$4.31M 0.95% 16
2022
Q1 		$25M Buy
143,196
+5,330
+4% +$896K 1.06% 15
2021
Q4 		$24.5M Sell
137,866
-474
-0.3% -$74.9K 1.03% 16
2021
Q3 		$19.6M Buy
138,340
+3,138
+2% +$462K 0.9% 18
2021
Q2 		$18.5M Sell
135,202
-8,833
-6% -$1.14M 0.86% 20
2021
Q1 		$17.6M Sell
144,035
-80,925
-36% -$10.4M 0.87% 18
2020
Q4 		$29.9M Buy
224,960
+33,229
+17% +$4M 1.5% 8
2020
Q3 		$22.2M Sell
191,731
-4,141
-2% -$452K 1.29% 13
2020
Q2 		$17.9M Buy
195,872
+3,120
+2% +$242K 1.16% 13
2020
Q1 		$12.3M Sell
192,752
-468
-0.2% -$34.4K 1% 17
2019
Q4 		$14.2M Buy
193,220
+4,000
+2% +$257K 1.02% 13
2019
Q3 		$10.6M Sell
189,220
-796
-0.4% -$41.6K 0.85% 16
2019
Q2 		$9.4M Sell
190,016
-7,624
-4% -$371K 0.76% 18
2019
Q1 		$9.39M Buy
197,640
+7,896
+4% +$335K 0.78% 17
2018
Q4 		$7.48M Buy
189,744
+4,884
+3% +$237K 0.76% 19
2018
Q3 		$10.4M Sell
184,860
-5,824
-3% -$303K 0.91% 14
2018
Q2 		$8.82M Sell
190,684
-2,680
-1% -$122K 0.86% 12
2018
Q1 		$8.11M Buy
193,364
+3,256
+2% +$140K 0.81% 14
2017
Q4 		$8.04M Sell
190,108
-7,372
-4% -$308K 0.8% 15
2017
Q3 		$7.61M Sell
197,480
-2,424
-1% -$94K 0.84% 15
2017
Q2 		$7.2M Buy
199,904
+8,112
+4% +$300K 0.82% 17
2017
Q1 		$6.89M Sell
191,792
-5,624
-3% -$185K 0.84% 15
2016
Q4 		$5.72M Buy
197,416
+4,532
+2% +$128K 0.75% 18
2016
Q3 		$5.45M Buy
192,884
+11,320
+6% +$300K 0.76% 19
2016
Q2 		$4.34M Sell
181,564
-1,868
-1% -$46.4K 0.64% 23
2016
Q1 		$5M Sell
183,432
-3,348
-2% -$83.4K 0.8% 18
2015
Q4 		$4.92M Buy
186,780
+16,912
+10% +$483K 0.74% 19
2015
Q3 		$4.68M Buy
169,868
+2,936
+2% +$86.1K 0.82% 17
2015
Q2 		$5.23M Sell
166,932
-12,732
-7% -$407K 0.78% 20
2015
Q1 		$5.59M Buy
179,664
+30,736
+21% +$928K 0.81% 20
2014
Q4 		$4.11M Buy
148,928
+15,568
+12% +$424K 0.67% 21
2014
Q3 		$3.36M Sell
133,360
-948
-0.7% -$23.3K 0.58% 22
2014
Q2 		$3.12M Sell
134,308
-16,052
-11% -$342K 0.53% 26
2014
Q1 		$2.88M Buy
150,360
+5,628
+4% +$107K 0.51% 29
2013
Q4 		$2.9M Sell
144,732
-1,848
-1% -$34.9K 0.54% 27
2013
Q3 		$2.5M Buy
146,580
+7,980
+6% +$132K 0.51% 36
2013
Q2 		$1.96M Buy
+138,600
New +$2.13M 1.55% 23

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

Forvis Mazars Wealth Advisors's AAPL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Apple (AAPL) stake by 1% in Q1 2026, selling an estimated $532K and leaving 197,127 shares worth $50M. The position accounts for 0.95% of the portfolio, ranked #16.

Forvis Mazars Wealth Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.1M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 197,127 shares of Apple worth $50M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 2,043 Apple shares in Q1 2026, an estimated $532K.
  • Apple made up 0.95% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Forvis Mazars Wealth Advisors's Apple position peaked at $54.1M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.