Ownership history in FMB WEALTH MANAGEMENT · 6 quarters on record
This page tracks every 13F SEC filing in which FMB WEALTH MANAGEMENT reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 19,709 | -106 | -0.5% | 2.11% | $5.4M | $271.61 |
| 2025 Q3 | ADDED | 19,815 | +223 | +1.1% | 2.14% | $5.0M | $254.15 |
| 2025 Q2 | ADDED | 19,592 | +2,155 | +12.4% | 1.91% | $4.0M | $204.55 |
| 2025 Q1 | REDUCED | 17,437 | -1,137 | -6.1% | 2.14% | $3.9M | $221.17 |
| 2024 Q4 | REDUCED | 18,574 | -304 | -1.6% | 2.62% | $4.7M | $249.06 |
| 2024 Q3 | INITIATED | 18,878 | — | — | 2.58% | $3.2M | $231.48 |
As of 2025 Q4 — sorted by position size