FH
AAPL icon

FWG Holdings’s Apple AAPL Stock Holding History

FWG Holdings’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 		$4.18M Sell
16,157
-1,753
-10% -$456K 1.58% 14
2025
Q4 		$4.65M Sell
17,910
-357
-2% -$95.8K 1.76% 11
2025
Q3 		$4.93M Sell
18,267
-991
-5% -$224K 2.13% 8
2025
Q2 		$3.92M Buy
19,258
+497
+3% +$100K 1.84% 12
2025
Q1 		$3.96M Sell
18,761
-365
-2% -$84.6K 1.95% 13
2024
Q4 		$4.36M Buy
19,126
+501
+3% +$118K 2.09% 12
2024
Q3 		$4.35M Sell
18,625
-1,187
-6% -$265K 2.16% 13
2024
Q2 		$4.46M Buy
19,812
+413
+2% +$77K 2.24% 11
2024
Q1 		$3.58M Buy
19,399
+398
+2% +$72.4K 1.92% 13
2023
Q4 		$3.53M Sell
19,001
-29
-0.2% -$5.36K 2.1% 12
2023
Q3 		$3.28M Buy
19,030
+347
+2% +$63.6K 2.19% 12
2023
Q2 		$3.34M Sell
18,683
-170
-0.9% -$29.6K 2.11% 12
2023
Q1 		$3.11M Sell
18,853
-1,016
-5% -$150K 2.25% 12
2022
Q4 		$2.58M Buy
19,869
+296
+2% +$42.3K 1.8% 13
2022
Q3 		$2.71M Buy
19,573
+37
+0.2% +$5.81K 2.03% 11
2022
Q2 		$2.67M Buy
19,536
+1,650
+9% +$250K 2.3% 10
2022
Q1 		$3.12M Sell
17,886
-1,839
-9% -$309K 2.41% 9
2021
Q4 		$3.48M Buy
19,725
+878
+5% +$139K 2.59% 8
2021
Q3 		$2.67M Sell
18,847
-977
-5% -$144K 2.31% 8
2021
Q2 		$2.71M Buy
+19,824
New +$2.57M 2.43% 8

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

FWG Holdings's AAPL Position: Q1 2026 in Review

FWG Holdings reduced its Apple (AAPL) stake by 9.8% in Q1 2026, selling an estimated $456K and leaving 16,157 shares worth $4.18M. The position accounts for 1.58% of the portfolio, ranked #14.

FWG Holdings first reported a position in AAPL in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.93M in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • FWG Holdings held 16,157 shares of Apple worth $4.18M as of Q1 2026.
  • FWG Holdings sold 1,753 Apple shares in Q1 2026, an estimated $456K.
  • Apple made up 1.58% of FWG Holdings's portfolio in Q1 2026, its #14 holding.
  • FWG Holdings first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • FWG Holdings's Apple position peaked at $4.93M in Q3 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.