Foguth Wealth Management Boosts Apple Stake by $8.2M

Investment firm adds over 30,000 shares of iPhone maker to portfolio

Mar. 22, 2026 at 7:51am

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Foguth Wealth Management LLC acquired a new position in Apple Inc. (NASDAQ:AAPL) during the fourth quarter, adding 30,252 shares valued at approximately $8.2 million. The investment firm's Apple holdings now make up around 1.3% of its total portfolio, making the stock its 25th largest position.

Why it matters

This investment highlights the continued institutional demand for Apple stock, even as the company faces some market headwinds. Foguth Wealth Management's move suggests the firm sees long-term growth potential in the iPhone maker's business.

The details

According to a recent 13F filing with the SEC, Foguth Wealth Management acquired the new position in Apple during the fourth quarter of 2025. The firm now holds 30,252 shares of the tech giant, valued at around $8.2 million. Apple makes up approximately 1.3% of Foguth's total investment portfolio, making it the 25th largest holding.

  • Foguth Wealth Management acquired the new Apple position during the fourth quarter of 2025.

The players

Foguth Wealth Management LLC

An investment management firm that acquired a new position in Apple Inc. in the fourth quarter.

Apple Inc.

A multinational technology company headquartered in Cupertino, California, known for products like the iPhone, iPad, and Mac computers.

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The takeaway

Foguth Wealth Management's investment in Apple underscores the continued institutional confidence in the tech giant, despite some recent market challenges. This move suggests the firm sees long-term growth potential in Apple's business and product lineup.