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Frederick Financial Consultants’s Apple AAPL Stock Holding History

Frederick Financial Consultants’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 		$4.72M Sell
18,588
-4,444
-19% -$1.16M 2.35% 12
2025
Q4 		$6.26M Buy
23,032
+325
+1% +$87.2K 3.43% 8
2025
Q3 		$5.78M Buy
22,707
+596
+3% +$135K 3.24% 10
2025
Q2 		$4.54M Sell
22,111
-349
-2% -$70.5K 2.82% 10
2025
Q1 		$4.99M Buy
22,460
+2,904
+15% +$673K 3.6% 9
2024
Q4 		$4.9M Buy
+19,556
New +$4.61M 3.91% 9

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

Frederick Financial Consultants's AAPL Position: Q1 2026 in Review

Frederick Financial Consultants reduced its Apple (AAPL) stake by 19% in Q1 2026, selling an estimated $1.16M and leaving 18,588 shares worth $4.72M. The position accounts for 2.35% of the portfolio, ranked #12.

Frederick Financial Consultants first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.26M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Frederick Financial Consultants held 18,588 shares of Apple worth $4.72M as of Q1 2026.
  • Frederick Financial Consultants sold 4,444 Apple shares in Q1 2026, an estimated $1.16M.
  • Apple made up 2.35% of Frederick Financial Consultants's portfolio in Q1 2026, its #12 holding.
  • Frederick Financial Consultants first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's Apple position peaked at $6.26M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.