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FSC Wealth Advisors’s Apple AAPL Stock Holding History

FSC Wealth Advisors’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
Q4 		– Sell
-12,333
Closed -$3.14M – 30
2025
Q3 		$3.14M Buy
12,333
+7
+0.1% +$1.58K 1.81% 16
2025
Q2 		$2.53M Sell
12,326
-585
-5% -$118K 1.6% 21
2025
Q1 		$2.87M Sell
12,911
-311
-2% -$72K 1.88% 14
2024
Q4 		$3.31M Buy
13,222
+226
+2% +$53.3K 2.13% 14
2024
Q3 		$3.03M Sell
12,996
-330
-2% -$73.7K 2.17% 13
2024
Q2 		$2.81M Hold
13,326
– – 2.07% 14
2024
Q1 		$2.29M Sell
13,326
-9
-0.1% -$1.64K 1.61% 18
2023
Q4 		$2.57M Sell
13,335
-193
-1% -$35.6K 1.88% 18
2023
Q3 		$2.32M Sell
13,528
-522
-4% -$95.7K 2.4% 11
2023
Q2 		$2.73M Sell
14,050
-64
-0.5% -$11.2K 2.45% 12
2023
Q1 		$2.33M Sell
14,114
-343
-2% -$50.6K 3.68% 4
2022
Q4 		$1.88M Buy
14,457
+5,091
+54% +$728K 3.21% 4
2022
Q3 		$1.29M Buy
9,366
+2,299
+33% +$361K 12.47% 1
2022
Q2 		$966K Sell
7,067
-1,079
-13% -$163K 8.56% 2
2022
Q1 		$1.42M Hold
8,146
– – 1.35% 11
2021
Q4 		$1.45M Buy
+8,146
New +$1.29M 0.98% 14

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FSC Wealth Advisors's AAPL Position: Q4 2025 in Review

FSC Wealth Advisors sold out of Apple (AAPL) in Q4 2025, closing a stake of 12,333 shares — an estimated $3.14M sold.

FSC Wealth Advisors first reported a position in AAPL in Q4 2021 and held it in 16 quarters. The position peaked at $3.31M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • FSC Wealth Advisors reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 12,333 Apple shares in Q4 2025, an estimated $3.14M.
  • FSC Wealth Advisors first reported a position in Apple in Q4 2021 and held it in 16 quarters.
  • FSC Wealth Advisors's Apple position peaked at $3.31M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.