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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
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

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FIDELIS iM's AAPL Position: Q2 2026 in Review

FIDELIS iM reduced its Apple (AAPL) stake by 24% in Q2 2026, selling an estimated $109K and leaving 1,197 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #23.

FIDELIS iM first reported a position in AAPL in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • FIDELIS iM held 1,197 shares of Apple worth $346K as of Q2 2026.
  • FIDELIS iM sold 380 Apple shares in Q2 2026, an estimated $109K.
  • Apple made up 0.12% of FIDELIS iM's portfolio in Q2 2026, its #23 holding.
  • FIDELIS iM first reported a position in Apple in Q3 2024 and has held it in 6 quarters since.
  • FIDELIS iM's Apple position peaked at $1.06M in Q4 2025.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on FIDELIS iM's 13F filing for Q2 2026, filed 22 Jul 2026.