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FSR Wealth Management’s Apple AAPL Stock Holding History

FSR 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 		$1.09M Buy
3,768
+868
+30% +$248K 1.24% 19
2026
Q1 		$736K Sell
2,900
-197
-6% -$51.3K 0.91% 24
2025
Q4 		$842K Sell
3,097
-440
-12% -$118K 0.99% 20
2025
Q3 		$901K Buy
3,537
+455
+15% +$103K 1.07% 17
2025
Q2 		$632K Sell
3,082
-163
-5% -$32.9K 0.81% 20
2025
Q1 		$721K Sell
3,245
-1,757
-35% -$407K 0.95% 20
2024
Q4 		$1.25M Buy
+5,002
New +$1.18M 1.57% 18

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

FSR Wealth Management's AAPL Position: Q2 2026 in Review

FSR Wealth Management increased its Apple (AAPL) stake by 30% in Q2 2026, buying an estimated $248K and bringing the position to 3,768 shares worth $1.09M. The position accounts for 1.24% of the portfolio, ranked #19.

FSR Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • FSR Wealth Management held 3,768 shares of Apple worth $1.09M as of Q2 2026.
  • FSR Wealth Management bought 868 Apple shares in Q2 2026, an estimated $248K.
  • Apple made up 1.24% of FSR Wealth Management's portfolio in Q2 2026, its #19 holding.
  • FSR Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • FSR Wealth Management's Apple position peaked at $1.25M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.