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FWL Investment Management’s Apple AAPL Stock Holding History

FWL Investment 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
Q1 		$6.18M Sell
24,339
-678
-3% -$176K 1.36% 20
2025
Q4 		$6.8M Buy
25,017
+467
+2% +$125K 1.64% 22
2025
Q3 		$6.25M Sell
24,550
-1,339
-5% -$302K 1.63% 22
2025
Q2 		$5.31M Sell
25,889
-4,126
-14% -$833K 1.63% 20
2025
Q1 		$6.67M Sell
30,015
-1,247
-4% -$289K 2.48% 15
2024
Q4 		$7.83M Buy
31,262
+410
+1% +$96.6K 2.85% 14
2024
Q3 		$7.19M Buy
30,852
+11,835
+62% +$2.64M 2.75% 14
2024
Q2 		$4.01M Buy
19,017
+378
+2% +$70.5K 2.02% 25
2024
Q1 		$3.2M Sell
18,639
-3,206
-15% -$583K 1.76% 22
2023
Q4 		$4.21M Sell
21,845
-2,565
-11% -$474K 2.45% 16
2023
Q3 		$4.18M Sell
24,410
-494
-2% -$90.6K 2.81% 15
2023
Q2 		$4.83M Sell
24,904
-676
-3% -$118K 3.3% 12
2023
Q1 		$4.22M Sell
25,580
-4,400
-15% -$649K 3.11% 14
2022
Q4 		$3.9M Sell
29,980
-621
-2% -$88.7K 2.95% 14
2022
Q3 		$4.23M Buy
30,601
+2,246
+8% +$353K 3.74% 13
2022
Q2 		$3.88M Sell
28,355
-6,794
-19% -$1.03M 2.81% 20
2022
Q1 		$6.14M Sell
35,149
-2,581
-7% -$434K 3.79% 11
2021
Q4 		$6.7M Buy
37,730
+65
+0.2% +$10.3K 4.09% 10
2021
Q3 		$5.33M Sell
37,665
-175
-0.5% -$25.8K 3.35% 13
2021
Q2 		$5.18M Buy
37,840
+1,167
+3% +$151K 3.15% 13
2021
Q1 		$4.48M Buy
36,673
+1,465
+4% +$188K 3.02% 14
2020
Q4 		$4.67M Buy
+35,208
New +$4.23M 3.58% 9

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

FWL Investment Management's AAPL Position: Q1 2026 in Review

FWL Investment Management reduced its Apple (AAPL) stake by 2.7% in Q1 2026, selling an estimated $176K and leaving 24,339 shares worth $6.18M. The position accounts for 1.36% of the portfolio, ranked #20.

FWL Investment Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.83M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • FWL Investment Management held 24,339 shares of Apple worth $6.18M as of Q1 2026.
  • FWL Investment Management sold 678 Apple shares in Q1 2026, an estimated $176K.
  • Apple made up 1.36% of FWL Investment Management's portfolio in Q1 2026, its #20 holding.
  • FWL Investment Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • FWL Investment Management's Apple position peaked at $7.83M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.