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Freedom Financial Partners’s Apple AAPL Stock Holding History

Freedom Financial Partners’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 		$14.3M Sell
56,267
-777
-1% -$202K 5.09% 5
2025
Q4 		$15.5M Sell
57,044
-981
-2% -$263K 5.64% 4
2025
Q3 		$14.8M Sell
58,025
-1,475
-2% -$333K 5.63% 4
2025
Q2 		$12.2M Sell
59,500
-972
-2% -$196K 5.15% 5
2025
Q1 		$13.4M Sell
60,472
-473
-0.8% -$110K 6.25% 5
2024
Q4 		$15.3M Buy
+60,945
New +$14.4M 7.36% 3

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

Freedom Financial Partners's AAPL Position: Q1 2026 in Review

Freedom Financial Partners reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $202K and leaving 56,267 shares worth $14.3M. The position accounts for 5.09% of the portfolio, ranked #5.

Freedom Financial Partners first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Freedom Financial Partners held 56,267 shares of Apple worth $14.3M as of Q1 2026.
  • Freedom Financial Partners sold 777 Apple shares in Q1 2026, an estimated $202K.
  • Apple made up 5.09% of Freedom Financial Partners's portfolio in Q1 2026, its #5 holding.
  • Freedom Financial Partners first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Freedom Financial Partners's Apple position peaked at $15.5M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.