FIDELIS iM
AAPL icon

FIDELIS iM’s Apple AAPL Stock Holding History

FIDELIS iM’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
Q3 		$2.81M Buy
8,445
+7,248
+606% +$2.33M 0.93% 12
2026
Q2 		$346K Sell
1,197
-380
-24% -$109K 0.12% 23
2026
Q1 		$400K Sell
1,577
-2,315
-59% -$602K 0.15% 21
2025
Q4 		$1.06M Buy
+3,892
New +$1.04M 0.41% 18
2025
Q2 		– Sell
-1,129
Closed -$250K – 23
2025
Q1 		$250K Buy
1,129
+33
+3% +$7.64K 0.12% 20
2024
Q4 		$274K Hold
1,096
– – 0.13% 20
2024
Q3 		$255K Buy
+1,096
New +$245K 0.12% 20

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

FIDELIS iM's AAPL Position: Q3 2026 in Review

FIDELIS iM increased its Apple (AAPL) stake by 606% in Q3 2026, buying an estimated $2.33M and bringing the position to 8,445 shares worth $2.81M. The position accounts for 0.93% of the portfolio, ranked #12.

FIDELIS iM first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. 2,196 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • FIDELIS iM held 8,445 shares of Apple worth $2.81M as of Q3 2026.
  • FIDELIS iM bought 7,248 Apple shares in Q3 2026, an estimated $2.33M.
  • Apple made up 0.93% of FIDELIS iM's portfolio in Q3 2026, its #12 holding.
  • FIDELIS iM first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
  • 2,196 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on FIDELIS iM's 13F filing for Q3 2026, filed 16 Oct 2026.