FWM
AAPL icon

FSA Wealth Management’s Apple AAPL Stock Holding History

FSA Wealth Management’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 		$4.96M Sell
19,494
-1,400
-7% -$316K 1.82% 10
2025
Q2 		$4.29M Buy
20,894
+10
+0% +$2.02K 1.67% 10
2025
Q1 		$4.64M Buy
20,884
+1,353
+7% +$313K 1.97% 10
2024
Q4 		$4.89M Sell
19,531
-1,124
-5% -$265K 1.99% 10
2024
Q3 		$4.81M Buy
+20,655
New +$4.61M 1.92% 10
2024
Q1 		$3.5M Buy
20,435
+312
+2% +$56.7K 1.52% 10
2023
Q4 		$3.87M Sell
20,123
-387
-2% -$71.5K 1.84% 10
2023
Q3 		$3.51M Buy
20,510
+248
+1% +$45.5K 1.96% 11
2023
Q2 		$3.93M Sell
20,262
-446
-2% -$77.7K 2.12% 10
2023
Q1 		$3.41M Sell
20,708
-229
-1% -$33.8K 1.98% 10
2022
Q4 		$2.72M Sell
20,937
-452
-2% -$64.6K 1.58% 12
2022
Q3 		$2.96M Buy
21,389
+16,778
+364% +$2.63M 2.07% 12
2022
Q2 		$631K Sell
4,611
-9,929
-68% -$1.5M 1.75% 12
2022
Q1 		$2.58M Hold
14,540
– – 1.5% 14
2021
Q4 		$2.58M Sell
14,540
-32
-0.2% -$5.06K 1.5% 14
2021
Q3 		$2.06M Buy
14,572
+981
+7% +$144K 1.28% 14
2021
Q2 		$1.86M Sell
13,591
-6
-0% -$777 1.17% 15
2021
Q1 		$1.66M Sell
13,597
-17,520
-56% -$2.25M 1.11% 15
2020
Q4 		$4.13M Sell
31,117
-661
-2% -$79.5K 2.07% 12
2020
Q3 		$3.68M Buy
31,778
+1,690
+6% +$184K 2.37% 12
2020
Q2 		$2.74M Sell
30,088
-540
-2% -$41.8K 1.87% 13
2020
Q1 		$1.95M Buy
30,628
+148
+0.5% +$10.9K 1.63% 14
2019
Q4 		$2.24M Buy
+30,480
New +$1.96M 1.58% 13

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSA Wealth Management's AAPL Position: Q3 2025 in Review

FSA Wealth Management reduced its Apple (AAPL) stake by 6.7% in Q3 2025, selling an estimated $316K and leaving 19,494 shares worth $4.96M. The position accounts for 1.82% of the portfolio, ranked #10.

FSA Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 23 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • FSA Wealth Management held 19,494 shares of Apple worth $4.96M as of Q3 2025.
  • FSA Wealth Management sold 1,400 Apple shares in Q3 2025, an estimated $316K.
  • Apple made up 1.82% of FSA Wealth Management's portfolio in Q3 2025, its #10 holding.
  • FSA Wealth Management first reported a position in Apple in Q4 2019 and has held it in 23 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.