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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 $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 $3.38T AUM 44.17% 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

Fountainhead AM's AAPL Position: Q2 2026 in Review

Fountainhead AM increased its Apple (AAPL) stake by 46% in Q2 2026, buying an estimated $4.07M and bringing the position to 45,170 shares worth $13.1M. The position accounts for 9.72% of the portfolio, ranked #1.

Fountainhead AM first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.2M in Q3 2025. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fountainhead AM held 45,170 shares of Apple worth $13.1M as of Q2 2026.
  • Fountainhead AM bought 14,215 Apple shares in Q2 2026, an estimated $4.07M.
  • Apple made up 9.72% of Fountainhead AM's portfolio in Q2 2026, its #1 holding.
  • Fountainhead AM first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's Apple position peaked at $16.2M in Q3 2025.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.