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AAPL icon

Francis Financial’s Apple AAPL Stock Holding History

Francis Financial’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 		$5.69M Sell
22,434
-105
-0.5% -$27.3K 1.06% 21
2025
Q4 		$6.13M Buy
22,539
+2,625
+13% +$705K 1.2% 18
2025
Q3 		$6.78M Buy
19,914
+2,178
+12% +$492K 1.2% 19
2025
Q2 		$3.64M Buy
17,736
+183
+1% +$37K 0.84% 21
2025
Q1 		$3.9M Sell
17,553
-6,328
-26% -$1.47M 0.95% 19
2024
Q4 		$4.48M Buy
23,881
+5,329
+29% +$1.26M 1.13% 17
2024
Q3 		$4.32M Buy
18,552
+1,298
+8% +$290K 1.14% 17
2024
Q2 		$3.63M Buy
17,254
+1,352
+9% +$252K 1.1% 18
2024
Q1 		$2.73M Buy
15,902
+975
+7% +$177K 0.88% 17
2023
Q4 		$2.87M Buy
14,927
+1,007
+7% +$186K 1.23% 13
2023
Q3 		$2.38M Buy
13,920
+191
+1% +$35K 1.24% 14
2023
Q2 		$2.66M Sell
13,729
-197
-1% -$34.3K 1.44% 13
2023
Q1 		$2.3M Buy
13,926
+1,755
+14% +$259K 1.56% 12
2022
Q4 		$1.58M Buy
12,171
+200
+2% +$28.6K 1.47% 8
2022
Q3 		$1.65M Sell
11,971
-40
-0.3% -$6.28K 1.69% 8
2022
Q2 		$1.84M Buy
+12,011
New +$1.82M 1.63% 8
2018
Q1 		$356K Sell
8,484
-1,944
-19% -$83.7K 0.82% 12
2017
Q4 		$441K Buy
+10,428
New +$436K 0.95% 12

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

Francis Financial's AAPL Position: Q1 2026 in Review

Francis Financial reduced its Apple (AAPL) stake by 0.47% in Q1 2026, selling an estimated $27.3K and leaving 22,434 shares worth $5.69M. The position accounts for 1.06% of the portfolio, ranked #21.

Francis Financial first reported a position in AAPL in Q4 2017 and has held it in 18 quarters since. The position peaked at $6.78M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Francis Financial held 22,434 shares of Apple worth $5.69M as of Q1 2026.
  • Francis Financial sold 105 Apple shares in Q1 2026, an estimated $27.3K.
  • Apple made up 1.06% of Francis Financial's portfolio in Q1 2026, its #21 holding.
  • Francis Financial first reported a position in Apple in Q4 2017 and has held it in 18 quarters since.
  • Francis Financial's Apple position peaked at $6.78M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.