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FSB Premier Wealth Management’s Apple AAPL Stock Holding History

FSB Premier 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
2026
Q2 		$4.58M Buy
15,826
+714
+5% +$204K 1.29% 16
2026
Q1 		$3.84M Buy
15,112
+39
+0.3% +$10.2K 1.2% 20
2025
Q4 		$4.1M Buy
15,073
+388
+3% +$104K 1.3% 18
2025
Q3 		$3.74M Buy
14,685
+1,139
+8% +$257K 1.23% 21
2025
Q2 		$2.78M Buy
13,546
+134
+1% +$27.1K 0.99% 25
2025
Q1 		$2.98M Buy
13,412
+800
+6% +$185K 1.16% 21
2024
Q4 		$3.16M Sell
12,612
-76
-0.6% -$17.9K 1.27% 18
2024
Q3 		$2.96M Buy
12,688
+108
+0.9% +$24.1K 1.21% 17
2024
Q2 		$2.65M Sell
12,580
-155
-1% -$28.9K 1.2% 21
2024
Q1 		$2.18M Sell
12,735
-133
-1% -$24.2K 1.02% 24
2023
Q4 		$2.48M Sell
12,868
-176
-1% -$32.5K 1.24% 19
2023
Q3 		$2.23M Sell
13,044
-185
-1% -$33.9K 1.24% 20
2023
Q2 		$2.57M Sell
13,229
-1
-0% -$174 1.39% 19
2023
Q1 		$2.18M Sell
13,230
-197
-1% -$29.1K 1.21% 22
2022
Q4 		$1.74M Sell
13,427
-466
-3% -$66.6K 0.96% 27
2022
Q3 		$1.92M Sell
13,893
-71
-0.5% -$11.1K 1.12% 24
2022
Q2 		$1.91M Sell
13,964
-300
-2% -$45.4K 1.06% 24
2022
Q1 		$2.33M Sell
14,264
-507
-3% -$85.3K 1.17% 22
2021
Q4 		$2.62M Sell
14,771
-348
-2% -$55K 1.09% 23
2021
Q3 		$2.14M Sell
15,119
-1,061
-7% -$156K 1.07% 27
2021
Q2 		$2.22M Sell
16,180
-202
-1% -$26.2K 1.13% 24
2021
Q1 		$2M Sell
16,382
-2,032
-11% -$261K 1.08% 26
2020
Q4 		$2.44M Buy
+18,414
New +$2.21M 1.31% 21

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FSB Premier Wealth Management's AAPL Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Apple (AAPL) stake by 4.7% in Q2 2026, buying an estimated $204K and bringing the position to 15,826 shares worth $4.58M. The position accounts for 1.29% of the portfolio, ranked #16.

FSB Premier Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • FSB Premier Wealth Management held 15,826 shares of Apple worth $4.58M as of Q2 2026.
  • FSB Premier Wealth Management bought 714 Apple shares in Q2 2026, an estimated $204K.
  • Apple made up 1.29% of FSB Premier Wealth Management's portfolio in Q2 2026, its #16 holding.
  • FSB Premier Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.