Founders Financial Securities’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23M | Sell |
88,135
-17,743
| -17% | -$4.62M | 1.3% | 14 |
|
|
2025
Q4 | $28.8M | Buy |
105,878
+16,243
| +18% | +$4.36M | 1.7% | 10 |
|
|
2025
Q3 | $22.8M | Sell |
89,635
-5,533
| -6% | -$1.25M | 1.55% | 12 |
|
|
2025
Q2 | $19.5M | Buy |
95,168
+809
| +0.9% | +$163K | 1.48% | 12 |
|
|
2025
Q1 | $19.8M | Buy |
94,359
+17,795
| +23% | +$4.12M | 1.68% | 13 |
|
|
2024
Q4 | $19.2M | Buy |
76,564
+288
| +0.4% | +$67.9K | 1.73% | 11 |
|
|
2024
Q3 | $17.8M | Sell |
76,276
-14,455
| -16% | -$3.23M | 1.64% | 12 |
|
|
2024
Q2 | $19.1M | Buy |
90,731
+14,870
| +20% | +$2.77M | 1.81% | 10 |
|
|
2024
Q1 | $13M | Sell |
75,861
-10,296
| -12% | -$1.87M | 1.36% | 15 |
|
|
2023
Q4 | $16.6M | Buy |
86,157
+14,225
| +20% | +$2.63M | 1.84% | 10 |
|
|
2023
Q3 | $12.3M | Sell |
71,932
-708
| -1% | -$130K | 1.6% | 12 |
|
|
2023
Q2 | $14.1M | Sell |
72,640
-5,210
| -7% | -$908K | 1.86% | 9 |
|
|
2023
Q1 | $12.8M | Buy |
77,850
+7,172
| +10% | +$1.06M | 1.85% | 11 |
|
|
2022
Q4 | $9.18M | Sell |
70,678
-4,984
| -7% | -$712K | 1.44% | 12 |
|
|
2022
Q3 | $10.5M | Buy |
75,662
+4,416
| +6% | +$693K | 1.85% | 7 |
|
|
2022
Q2 | $9.74M | Sell |
71,246
-2,144
| -3% | -$325K | 1.9% | 8 |
|
|
2022
Q1 | $12.8M | Buy |
73,390
+3,612
| +5% | +$607K | 2.27% | 10 |
|
|
2021
Q4 | $12.4M | Sell |
69,778
-2,154
| -3% | -$340K | 2.23% | 10 |
|
|
2021
Q3 | $10.2M | Buy |
71,932
+785
| +1% | +$116K | 2.05% | 10 |
|
|
2021
Q2 | $9.74M | Buy |
71,147
+3,284
| +5% | +$426K | 1.93% | 10 |
|
|
2021
Q1 | $8.29M | Buy |
67,863
+12,865
| +23% | +$1.65M | 1.91% | 12 |
|
|
2020
Q4 | $7.3M | Buy |
54,998
+16,808
| +44% | +$2.02M | 1.75% | 14 |
|
|
2020
Q3 | $4.42M | Sell |
38,190
-20,166
| -35% | -$2.2M | 1.41% | 17 |
|
|
2020
Q2 | $5.7M | Buy |
58,356
+27,340
| +88% | +$2.12M | 1.84% | 12 |
|
|
2020
Q1 | $1.97M | Buy |
31,016
+1,964
| +7% | +$144K | 0.73% | 18 |
|
|
2019
Q4 | $2.13M | Buy |
29,052
+3,108
| +12% | +$200K | 0.72% | 35 |
|
|
2019
Q3 | $1.45M | Buy |
25,944
+4,172
| +19% | +$218K | 0.46% | 46 |
|
|
2019
Q2 | $1.08M | Buy |
21,772
+2,468
| +13% | +$120K | 0.35% | 47 |
|
|
2019
Q1 | $923K | Buy |
19,304
+5,656
| +41% | +$240K | 0.29% | 59 |
|
|
2018
Q4 | $538K | Buy |
+13,648
| New | +$662K | 0.2% | 72 |
|
|
2017
Q2 | – | Sell |
-24,336
| Closed | -$874K | – | 97 |
|
|
2017
Q1 | $874K | Sell |
24,336
-4,356
| -15% | -$143K | 0.33% | 52 |
|
|
2016
Q4 | $831K | Sell |
28,692
-3,224
| -10% | -$91.4K | 0.35% | 37 |
|
|
2016
Q3 | $902K | Sell |
31,916
-117,808
| -79% | -$3.12M | 0.39% | 36 |
|
|
2016
Q2 | $3.58M | Buy |
+149,724
| New | +$3.72M | 1.64% | 22 |
|
Other funds holding AAPL
VCM
VPM
Founders Financial Securities's AAPL Position: Q1 2026 in Review
Founders Financial Securities reduced its Apple (AAPL) stake by 17% in Q1 2026, selling an estimated $4.62M and leaving 88,135 shares worth $23M. The position accounts for 1.3% of the portfolio, ranked #14.
Founders Financial Securities first reported a position in AAPL in Q2 2016 and has held it in 34 quarters since. The position peaked at $28.8M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Founders Financial Securities held 88,135 shares of Apple worth $23M as of Q1 2026.
- Founders Financial Securities sold 17,743 Apple shares in Q1 2026, an estimated $4.62M.
- Apple made up 1.3% of Founders Financial Securities's portfolio in Q1 2026, its #14 holding.
- Founders Financial Securities first reported a position in Apple in Q2 2016 and has held it in 34 quarters since.
- Founders Financial Securities's Apple position peaked at $28.8M in Q4 2025.
- 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.