FRG Family Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.8M | Sell |
89,749
-3,058
| -3% | -$796K | 3.73% | 7 |
|
|
2025
Q4 | $25.2M | Sell |
92,807
-1,056
| -1% | -$283K | 3.92% | 6 |
|
|
2025
Q3 | $23.9M | Sell |
93,863
-3,047
| -3% | -$688K | 3.85% | 5 |
|
|
2025
Q2 | $19.9M | Sell |
96,910
-834
| -0.9% | -$168K | 3.46% | 6 |
|
|
2025
Q1 | $21.7M | Sell |
97,744
-1,146
| -1% | -$265K | 4.19% | 4 |
|
|
2024
Q4 | $24.8M | Sell |
98,890
-273
| -0.3% | -$64.3K | 4.5% | 4 |
|
|
2024
Q3 | $23.1M | Sell |
99,163
-364
| -0.4% | -$81.3K | 4.13% | 4 |
|
|
2024
Q2 | $20.6M | Sell |
99,527
-247
| -0.2% | -$46.1K | 3.99% | 4 |
|
|
2024
Q1 | $17M | Buy |
99,774
+289
| +0.3% | +$52.5K | 3.33% | 6 |
|
|
2023
Q4 | $19.2M | Sell |
99,485
-1,748
| -2% | -$323K | 3.89% | 5 |
|
|
2023
Q3 | $17.3M | Sell |
101,233
-2,805
| -3% | -$514K | 3.92% | 5 |
|
|
2023
Q2 | $20.2M | Sell |
104,038
-647
| -0.6% | -$113K | 4.42% | 5 |
|
|
2023
Q1 | $17.3M | Sell |
104,685
-1,274
| -1% | -$188K | 3.95% | 5 |
|
|
2022
Q4 | $13.8M | Sell |
105,959
-1,459
| -1% | -$209K | 3.28% | 5 |
|
|
2022
Q3 | $14.8M | Sell |
107,418
-7
| -0% | -$1.1K | 3.67% | 6 |
|
|
2022
Q2 | $14.7M | Sell |
107,425
-572
| -0.5% | -$86.6K | 3.39% | 6 |
|
|
2022
Q1 | $18.9M | Buy |
107,997
+636
| +0.6% | +$107K | 3.67% | 6 |
|
|
2021
Q4 | $19.1M | Sell |
107,361
-7,527
| -7% | -$1.19M | 3.56% | 6 |
|
|
2021
Q3 | $16.3M | Sell |
114,888
-1,095
| -0.9% | -$161K | 3.19% | 6 |
|
|
2021
Q2 | $15.9M | Buy |
115,983
+1,006
| +0.9% | +$130K | 3.02% | 6 |
|
|
2021
Q1 | $14M | Buy |
114,977
+249
| +0.2% | +$32K | 2.86% | 7 |
|
|
2020
Q4 | $15.2M | Buy |
114,728
+76
| +0.1% | +$9.14K | 3.32% | 6 |
|
|
2020
Q3 | $13.3M | Sell |
114,652
-1,148
| -1% | -$125K | 3.23% | 6 |
|
|
2020
Q2 | $2.64M | Sell |
115,800
-3,460
| -3% | -$268K | 0.7% | 40 |
|
|
2020
Q1 | $1.9M | Sell |
119,260
-176
| -0.1% | -$12.9K | 0.58% | 43 |
|
|
2019
Q4 | $2.19M | Sell |
119,436
-1,248
| -1% | -$80.3K | 0.53% | 47 |
|
|
2019
Q3 | $1.69M | Sell |
120,684
-5,520
| -4% | -$289K | 0.44% | 54 |
|
|
2019
Q2 | $1.56M | Sell |
126,204
-4,180
| -3% | -$204K | 0.41% | 58 |
|
|
2019
Q1 | $1.55M | Buy |
130,384
+3,076
| +2% | +$130K | 0.44% | 59 |
|
|
2018
Q4 | $1.25M | Buy |
127,308
+624
| +0.5% | +$30.3K | 0.41% | 65 |
|
|
2018
Q3 | $1.79M | Buy |
126,684
+600
| +0.5% | +$31.2K | 0.49% | 57 |
|
|
2018
Q2 | $1.46M | Buy |
126,084
+6,224
| +5% | +$282K | 0.44% | 66 |
|
|
2018
Q1 | $1.26M | Buy |
119,860
+1,592
| +1% | +$68.5K | 0.42% | 75 |
|
|
2017
Q4 | $1.25M | Buy |
118,268
+2,804
| +2% | +$117K | 0.4% | 77 |
|
|
2017
Q3 | $1.11M | Buy |
115,464
+324
| +0.3% | +$12.6K | 0.38% | 78 |
|
|
2017
Q2 | $1.04M | Buy |
115,140
+9,596
| +9% | +$355K | 0.38% | 76 |
|
|
2017
Q1 | $948K | Buy |
105,544
+2,564
| +2% | +$84.4K | 0.37% | 76 |
|
|
2016
Q4 | $746K | Buy |
102,980
+13,088
| +15% | +$371K | 0.31% | 83 |
|
|
2016
Q3 | $635K | Sell |
89,892
-50,940
| -36% | -$1.35M | 0.29% | 86 |
|
|
2016
Q2 | $3.37M | Buy |
140,832
+9,464
| +7% | +$235K | 1.52% | 18 |
|
|
2016
Q1 | $895K | Buy |
131,368
+9,616
| +8% | +$240K | 0.43% | 75 |
|
|
2015
Q4 | $801K | Buy |
+121,752
| New | +$3.48M | 0.39% | 79 |
|
Other funds holding AAPL
VCM
VPM
FRG Family Wealth Advisors's AAPL Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its Apple (AAPL) stake by 3.3% in Q1 2026, selling an estimated $796K and leaving 89,749 shares worth $22.8M. The position accounts for 3.73% of the portfolio, ranked #7.
FRG Family Wealth Advisors first reported a position in AAPL in Q4 2015 and has held it in 42 quarters since. The position peaked at $25.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- FRG Family Wealth Advisors held 89,749 shares of Apple worth $22.8M as of Q1 2026.
- FRG Family Wealth Advisors sold 3,058 Apple shares in Q1 2026, an estimated $796K.
- Apple made up 3.73% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #7 holding.
- FRG Family Wealth Advisors first reported a position in Apple in Q4 2015 and has held it in 42 quarters since.
- FRG Family Wealth Advisors's Apple position peaked at $25.2M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.