SEC 13F Intelligence

Fsa Wealth Management LLC / AAPL

Fsa Wealth Management LLC’s Apple Inc Position

Does Fsa Wealth Management LLC own Apple Inc (AAPL)? Yes19.5K shares worth $5M (+1.82% of its 13F portfolio) as of Q3 2025, down from 20.9K shares the prior filed quarter.

Position Value
$5M
Q3 2025
Shares
19.5K
% of Portfolio
+1.82%
Quarters Held
23
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $631,000Q3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $3,874Q1 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ2 ’25: $4MQ2 ’25Q3 ’25: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202519.5K$5M+1.82%
Q2 202520.9K$4M+1.67%
Q1 202520.9K$5M+1.97%
Q4 202419.5K$5M+1.99%
Q3 202420.7K$5M+1.92%
Q1 202420.4K$4M+1.52%
Q4 202320.1K$3,874+1.84%
Q3 202320.5K$4M+1.96%
Q2 202320.3K$4M+2.12%
Q1 202320.7K$3M+1.98%
Q4 202220.9K$3M+1.58%
Q3 202221.4K$3M+2.07%
Q2 20224.6K$631,000+1.75%
Q1 202214.5K$3M+1.50%
Q4 202114.5K$3M+1.50%
Q3 202114.6K$2M+1.28%
Q2 202113.6K$2M+1.17%
Q1 202113.6K$2M+1.11%
Q4 202031.1K$4M+2.07%
Q3 202031.8K$4M+2.37%
Q2 20207.5K$3M+1.87%
Q1 20207.7K$2M+1.63%
Q4 20197.6K$2M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fsa Wealth Management LLC’s full portfolio or all institutional holders of AAPL.