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FWG Investments’s Apple AAPL Stock Holding History

FWG Investments’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 		$1.81M Buy
7,124
+607
+9% +$158K 1.15% 23
2025
Q4 		$1.77M Buy
6,517
+270
+4% +$72.5K 1.13% 21
2025
Q3 		$1.59M Buy
6,247
+140
+2% +$31.6K 1.09% 24
2025
Q2 		$1.25M Buy
+6,107
New +$1.23M 0.95% 33
2025
Q1 		– Sell
-9,308
Closed -$2.33M – 51
2024
Q4 		$2.33M Buy
9,308
+106
+1% +$25K 1.81% 12
2024
Q3 		$2.14M Buy
9,202
+506
+6% +$113K 1.85% 11
2024
Q2 		$1.83M Sell
8,696
-94
-1% -$17.5K 1.85% 11
2024
Q1 		$1.51M Sell
8,790
-164
-2% -$29.8K 1.63% 13
2023
Q4 		$1.72M Buy
+8,954
New +$1.65M 2.14% 10

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 Investments's AAPL Position: Q1 2026 in Review

FWG Investments increased its Apple (AAPL) stake by 9.3% in Q1 2026, buying an estimated $158K and bringing the position to 7,124 shares worth $1.81M. The position accounts for 1.15% of the portfolio, ranked #23.

FWG Investments first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.33M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • FWG Investments held 7,124 shares of Apple worth $1.81M as of Q1 2026.
  • FWG Investments bought 607 Apple shares in Q1 2026, an estimated $158K.
  • Apple made up 1.15% of FWG Investments's portfolio in Q1 2026, its #23 holding.
  • FWG Investments first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • FWG Investments's Apple position peaked at $2.33M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.