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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
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 $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

FSB Premier Wealth Management's AAPL Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Apple (AAPL) stake by 0.26% in Q1 2026, buying an estimated $10.2K and bringing the position to 15,112 shares worth $3.84M. The position accounts for 1.2% of the portfolio, ranked #20.

FSB Premier Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • FSB Premier Wealth Management held 15,112 shares of Apple worth $3.84M as of Q1 2026.
  • FSB Premier Wealth Management bought 39 Apple shares in Q1 2026, an estimated $10.2K.
  • Apple made up 1.2% of FSB Premier Wealth Management's portfolio in Q1 2026, its #20 holding.
  • FSB Premier Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Apple position peaked at $4.1M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.