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AFG Fiduciary Services’s Apple AAPL Stock Holding History

AFG Fiduciary Services’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
Q2 		$827K Sell
2,679
-4,638,624
-100% -$1.33B 0.64% 32
2026
Q1 		$5.86M Sell
4,641,303
-957
-0% -$249K 3.42% 8
2025
Q4 		$6.17M Buy
4,642,260
+4,636,438
+79,637% +$1.24B 3.66% 7
2025
Q3 		$1.49M Sell
5,822
-146
-2% -$33K 0.86% 27
2025
Q2 		$1.24M Buy
5,968
+43
+0.7% +$8.68K 0.79% 30
2025
Q1 		$1.18M Buy
5,925
+77
+1% +$17.8K 0.86% 27
2024
Q4 		$1.39M Buy
5,848
+6
+0.1% +$1.41K 0.98% 24
2024
Q3 		$1.33M Buy
5,842
+8
+0.1% +$1.79K 0.9% 20
2024
Q2 		$1.31M Sell
5,834
-276
-5% -$51.5K 0.91% 21
2024
Q1 		$1.04M Sell
6,110
-1,606
-21% -$292K 0.77% 24
2023
Q4 		$1.43M Sell
7,716
-344
-4% -$63.5K 1.16% 18
2023
Q3 		$1.44M Sell
8,060
-1,500
-16% -$275K 1.28% 18
2023
Q2 		$1.82M Sell
9,560
-377
-4% -$65.7K 1.37% 15
2023
Q1 		$1.64M Sell
9,937
-16
-0.2% -$2.36K 1.51% 16
2022
Q4 		$1.29M Sell
9,953
-171
-2% -$24.4K 1.22% 20
2022
Q3 		$1.4M Sell
10,124
-436
-4% -$68.4K 1.32% 21
2022
Q2 		$1.44M Buy
10,560
+1,012
+11% +$153K 1.25% 21
2022
Q1 		$1.67M Buy
9,548
+122
+1% +$20.5K 1.17% 21
2021
Q4 		$1.67M Buy
+9,426
New +$1.49M 1.18% 18

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

AFG Fiduciary Services's AAPL Position: Q2 2026 in Review

AFG Fiduciary Services reduced its Apple (AAPL) stake by 100% in Q2 2026, selling an estimated $1.33B and leaving 2,679 shares worth $827K. The position accounts for 0.64% of the portfolio, ranked #32.

AFG Fiduciary Services first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.17M in Q4 2025. 1,328 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • AFG Fiduciary Services held 2,679 shares of Apple worth $827K as of Q2 2026.
  • AFG Fiduciary Services sold 4,638,624 Apple shares in Q2 2026, an estimated $1.33B.
  • Apple made up 0.64% of AFG Fiduciary Services's portfolio in Q2 2026, its #32 holding.
  • AFG Fiduciary Services first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • AFG Fiduciary Services's Apple position peaked at $6.17M in Q4 2025.
  • 1,328 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.