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Fountainhead AM’s Apple AAPL Stock Holding History

Fountainhead AM’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
2025
Q3 		– Sell
-2,100
Closed -$431K – 227
2025
Q2 		$431K Hold
2,100
– – 0.06% 127
2025
Q1 		$466K Buy
+2,100
New +$487K 0.08% 97

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

Fountainhead AM's AAPL Position: Q1 2026 in Review

Fountainhead AM increased its Apple (AAPL) stake by 271% in Q1 2026, buying an estimated $5.88M and bringing the position to 30,955 shares worth $7.86M. The position accounts for 7.05% of the portfolio, ranked #1.

Fountainhead AM first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.2M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fountainhead AM held 30,955 shares of Apple worth $7.86M as of Q1 2026.
  • Fountainhead AM bought 22,607 Apple shares in Q1 2026, an estimated $5.88M.
  • Apple made up 7.05% of Fountainhead AM's portfolio in Q1 2026, its #1 holding.
  • Fountainhead AM first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Fountainhead AM's Apple position peaked at $16.2M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.