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Fidelis Capital Partners’s Apple AAPL Stock Holding History

Fidelis Capital Partners’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 		$83.5M Buy
288,574
+46,680
+19% +$13.4M 4.81% 1
2026
Q1 		$61.4M Buy
241,894
+2,825
+1% +$735K 4.37% 1
2025
Q4 		$65M Sell
239,069
-11,537
-5% -$3.1M 4.72% 1
2025
Q3 		$63.8M Buy
250,606
+11,437
+5% +$2.58M 4.98% 1
2025
Q2 		$51M Buy
239,169
+3,112
+1% +$628K 4.64% 3
2025
Q1 		$49.4M Sell
236,057
-13,030
-5% -$3.02M 5.25% 2
2024
Q4 		$56.8M Buy
249,087
+28,643
+13% +$6.75M 5.68% 1
2024
Q3 		$50.9M Buy
220,444
+14,616
+7% +$3.26M 6.06% 1
2024
Q2 		$43.2M Buy
205,828
+2,290
+1% +$427K 6.15% 1
2024
Q1 		$34.9M Buy
203,538
+28,361
+16% +$5.16M 5.3% 2
2023
Q4 		$33.7M Buy
175,177
+37,620
+27% +$6.95M 7.46% 1
2023
Q3 		$23.5M Buy
137,557
+31,160
+29% +$5.71M 8.05% 1
2023
Q2 		$20.6M Buy
106,397
+3,579
+3% +$624K 7.53% 1
2023
Q1 		$17.8M Buy
102,818
+37,048
+56% +$5.47M 7.59% 1
2022
Q4 		$8.56M Buy
+65,770
New +$9.4M 10.1% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fidelis Capital Partners's AAPL Position: Q2 2026 in Review

Fidelis Capital Partners increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $13.4M and bringing the position to 288,574 shares worth $83.5M. The position accounts for 4.81% of the portfolio, ranked #1.

Fidelis Capital Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,124 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fidelis Capital Partners held 288,574 shares of Apple worth $83.5M as of Q2 2026.
  • Fidelis Capital Partners bought 46,680 Apple shares in Q2 2026, an estimated $13.4M.
  • Apple made up 4.81% of Fidelis Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Fidelis Capital Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,124 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.