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Future Financial Wealth Management’s Apple AAPL Stock Holding History

Future Financial 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 		$2.75M Sell
8,557
-242
-3% -$69.2K 1.72% 16
2026
Q1 		$2.34M Sell
8,799
-148
-2% -$38.5K 1.51% 19
2025
Q4 		$2.21M Sell
8,947
-279
-3% -$74.9K 1.49% 19
2025
Q3 		$2.35M Sell
9,226
-266
-3% -$60.1K 1.48% 18
2025
Q2 		$1.95M Sell
9,492
-202
-2% -$40.8K 1.33% 20
2025
Q1 		$2.15M Sell
9,694
-45
-0.5% -$10.4K 1.58% 13
2024
Q4 		$2.44M Sell
9,739
-499
-5% -$118K 1.78% 13
2024
Q3 		$2.39M Sell
10,238
-112
-1% -$25K 1.7% 13
2024
Q2 		$2.18M Sell
10,350
-960
-8% -$179K 1.92% 13
2024
Q1 		$1.94M Buy
11,310
+181
+2% +$32.9K 1.49% 12
2023
Q4 		$2.14M Sell
11,129
-250
-2% -$46.2K 2.13% 14
2023
Q3 		$1.95M Sell
11,379
-111
-1% -$20.4K 2.16% 14
2023
Q2 		$2.23M Buy
11,490
+167
+1% +$29.1K 2.35% 14
2023
Q1 		$1.88M Buy
11,323
+1,280
+13% +$189K 2.07% 10
2022
Q4 		$1.3M Sell
10,043
-278
-3% -$39.7K 1.49% 20
2022
Q3 		$1.41M Buy
10,321
+101
+1% +$15.9K 1.63% 12
2022
Q2 		$1.78M Hold
10,220
– – 1.74% 12
2022
Q1 		$1.78M Sell
10,220
-371
-4% -$62.4K 1.48% 12
2021
Q4 		$1.93M Sell
10,591
-829
-7% -$131K 1.54% 11
2021
Q3 		$1.56M Hold
11,420
– – 1.61% 18
2021
Q2 		$1.56M Buy
11,420
+227
+2% +$29.4K 1.61% 18
2021
Q1 		$1.37M Sell
11,193
-15,855
-59% -$2.04M 1.57% 18
2020
Q4 		$3.59M Buy
+27,048
New +$3.25M 4.14% 1

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

Future Financial Wealth Management's AAPL Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Apple (AAPL) stake by 2.8% in Q2 2026, selling an estimated $69.2K and leaving 8,557 shares worth $2.75M. The position accounts for 1.72% of the portfolio, ranked #16.

Future Financial Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.59M in Q4 2020. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Future Financial Wealth Management held 8,557 shares of Apple worth $2.75M as of Q2 2026.
  • Future Financial Wealth Management sold 242 Apple shares in Q2 2026, an estimated $69.2K.
  • Apple made up 1.72% of Future Financial Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Future Financial Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Apple position peaked at $3.59M in Q4 2020.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.