FDx Advisors’s Apple AAPL Stock Holding History

FDx Advisors’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	$2.24M	Sell	8,819 -415	-4%	-$108K	0.71%	38
2025 Q4	$2.51M	Sell	9,234 -280	-3%	-$75.2K	1.28%	21
2025 Q3	$2.57M	Sell	9,514 -494	-5%	-$112K	0.77%	35
2025 Q2	$2.05M	Sell	10,008 -137	-1%	-$27.7K	0.63%	39
2025 Q1	$2.25M	Sell	10,145 -379	-4%	-$87.8K	0.73%	36
2024 Q4	$2.63M	Sell	10,524 -533	-5%	-$126K	0.77%	35
2024 Q3	$2.58M	Buy	11,057 +823	+8%	+$184K	0.7%	37
2024 Q2	$2.15M	Sell	10,234 -5,114	-33%	-$954K	0.6%	44
2024 Q1	$2.63M	Sell	15,348 -32,753	-68%	-$5.96M	0.4%	73
2023 Q4	$9.26M	Sell	48,101 -3,246	-6%	-$599K	0.72%	26
2023 Q3	$8.79M	Sell	51,347 -82,088	-62%	-$15.1M	0.73%	27
2023 Q2	$25.9M	Buy	133,435 +23,650	+22%	+$4.12M	1.42%	5
2023 Q1	$14.3M	Hold	109,785	–	–	0.62%	40
2022 Q4	$14.3M	Sell	109,785 -1,087	-1%	-$155K	0.62%	40
2022 Q3	$15.3M	Buy	110,872 +288	+0.3%	+$45.2K	0.69%	31
2022 Q2	$15.1M	Buy	110,584 +91,638	+484%	+$13.9M	0.57%	40
2022 Q1	$3.31M	Sell	18,946 -98,051	-84%	-$16.5M	0.11%	155
2021 Q4	$20.8M	Sell	116,997 -8,866	-7%	-$1.4M	0.57%	39
2021 Q3	$17.8M	Buy	125,863 +6,995	+6%	+$1.03M	0.57%	39
2021 Q2	$16.3M	Sell	118,868 -2,723	-2%	-$353K	0.54%	38
2021 Q1	$14.9M	Sell	121,591 -6,871	-5%	-$882K	0.56%	38
2020 Q4	$17M	Sell	128,462 -18,634	-13%	-$2.24M	0.7%	35
2020 Q3	$17M	Sell	147,096 -36,984	-20%	-$4.04M	0.8%	29
2020 Q2	$16.8M	Sell	184,080 -8,736	-5%	-$677K	0.88%	30
2020 Q1	$12.3M	Buy	192,816 +10,040	+5%	+$738K	0.8%	32
2019 Q4	$13.4M	Buy	182,776 +4,784	+3%	+$308K	0.74%	32
2019 Q3	$9.97M	Buy	177,992 +29,616	+20%	+$1.55M	0.69%	37
2019 Q2	$7.34M	Sell	148,376 -1,204	-0.8%	-$58.7K	0.29%	77
2019 Q1	$7.1M	Sell	149,580 -22,596	-13%	-$958K	0.29%	72
2018 Q4	$6.79M	Sell	172,176 -60,940	-26%	-$2.95M	0.56%	36
2018 Q3	$13.2M	Buy	233,116 +1,388	+0.6%	+$72.3K	0.49%	36
2018 Q2	$10.7M	Sell	231,728 -104,968	-31%	-$4.76M	0.39%	49
2018 Q1	$14.1M	Buy	336,696 +34,988	+12%	+$1.51M	0.42%	43
2017 Q4	$12.8M	Sell	301,708 -12,688	-4%	-$530K	0.35%	51
2017 Q3	$12.1M	Sell	314,396 -21,712	-6%	-$842K	0.33%	55
2017 Q2	$12.1M	Sell	336,108 -104,940	-24%	-$3.88M	0.36%	52
2017 Q1	$15.8M	Sell	441,048 -112,912	-20%	-$3.72M	0.48%	37
2016 Q4	$16M	Buy	553,960 +213,536	+63%	+$6.05M	0.46%	38
2016 Q3	$9.62M	Sell	340,424 -29,852	-8%	-$790K	0.4%	44
2016 Q2	$8.85M	Buy	370,276 +54,548	+17%	+$1.36M	0.4%	45
2016 Q1	$8.6M	Sell	315,728 -28,848	-8%	-$719K	0.39%	55
2015 Q4	$9.07M	Sell	344,576 -22,400	-6%	-$640K	0.41%	55
2015 Q3	$10.1M	Sell	366,976 -35,900	-9%	-$1.05M	0.87%	22
2015 Q2	$11.9M	Sell	402,876 -5,124	-1%	-$164K	0.59%	33
2015 Q1	$12.7M	Sell	408,000 -70,236	-15%	-$2.12M	0.28%	84
2014 Q4	$13.2M	Buy	478,236 +36,868	+8%	+$1M	0.8%	15
2014 Q3	$11.1M	Sell	441,368 -20,512	-4%	-$503K	0.72%	20
2014 Q2	$10.7M	Buy	461,880 +165,612	+56%	+$3.52M	0.7%	19
2014 Q1	$5.68M	Buy	296,268 +72,772	+33%	+$1.38M	0.47%	26
2013 Q4	$4.47M	Buy	223,496 +38,136	+21%	+$720K	0.45%	32
2013 Q3	$3.16M	Buy	185,360 +2,632	+1%	+$43.6K	0.37%	49
2013 Q2	$2.59M	Buy	+182,728	New	+$2.81M	0.34%	58

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FDx Advisors's AAPL Position: Q1 2026 in Review

FDx Advisors reduced its Apple (AAPL) stake by 4.5% in Q1 2026, selling an estimated $108K and leaving 8,819 shares worth $2.24M. The position accounts for 0.71% of the portfolio, ranked #38.

FDx Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q2 2023. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

FDx Advisors held 8,819 shares of Apple worth $2.24M as of Q1 2026.
FDx Advisors sold 415 Apple shares in Q1 2026, an estimated $108K.
Apple made up 0.71% of FDx Advisors's portfolio in Q1 2026, its #38 holding.
FDx Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
FDx Advisors's Apple position peaked at $25.9M in Q2 2023.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.