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FSM Wealth Advisors’s Apple AAPL Stock Holding History

FSM 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
2026
Q2 		$22.6M Buy
77,956
+5,940
+8% +$1.7M 2.4% 13
2026
Q1 		$18.3M Sell
72,016
-1,195
-2% -$311K 2.35% 14
2025
Q4 		$19.9M Sell
73,211
-1,140
-2% -$306K 2.72% 11
2025
Q3 		$18.9M Buy
74,351
+2,812
+4% +$635K 2.68% 11
2025
Q2 		$15M Buy
71,539
+25,922
+57% +$5.23M 2.44% 12
2025
Q1 		$10.1M Buy
45,617
+5,219
+13% +$1.21M 2.28% 12
2024
Q4 		$9.22M Buy
40,398
+443
+1% +$104K 2.26% 13
2024
Q3 		$9.31M Buy
39,955
+1,509
+4% +$337K 2.47% 12
2024
Q2 		$8.1M Buy
38,446
+572
+2% +$107K 2.71% 12
2024
Q1 		$6.49M Buy
37,874
+687
+2% +$125K 2.31% 13
2023
Q4 		$7.16M Sell
37,187
-219
-0.6% -$40.4K 3.04% 9
2023
Q3 		$6.4M Sell
37,406
-2,185
-6% -$401K 3.22% 8
2023
Q2 		$7.45M Sell
39,591
-540
-1% -$94.1K 3.74% 6
2023
Q1 		$6.62M Buy
40,131
+4,171
+12% +$615K 3.84% 4
2022
Q4 		$4.67M Buy
35,960
+1,329
+4% +$190K 3.32% 5
2022
Q3 		$4.79M Buy
34,631
+8,693
+34% +$1.36M 3.98% 4
2022
Q2 		$4.28M Buy
+25,938
New +$3.93M 4.23% 2

Other funds holding AAPL

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FSM Wealth Advisors's AAPL Position: Q2 2026 in Review

FSM Wealth Advisors increased its Apple (AAPL) stake by 8.2% in Q2 2026, buying an estimated $1.7M and bringing the position to 77,956 shares worth $22.6M. The position accounts for 2.4% of the portfolio, ranked #13.

FSM Wealth Advisors first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • FSM Wealth Advisors held 77,956 shares of Apple worth $22.6M as of Q2 2026.
  • FSM Wealth Advisors bought 5,940 Apple shares in Q2 2026, an estimated $1.7M.
  • Apple made up 2.4% of FSM Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • FSM Wealth Advisors first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.