Fidelis Wealth Advisors’s Apple AAPL Stock Holding History

Fidelis Wealth 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 Q2	$457K	Buy	1,581 +122	+8%	+$34.9K	0.69%	18
2026 Q1	$370K	Buy	1,459 +455	+45%	+$118K	0.54%	11
2025 Q4	$273K	Buy	+1,004	New	+$270K	0.4%	11

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelis Wealth Advisors's AAPL Position: Q2 2026 in Review

Fidelis Wealth Advisors increased its Apple (AAPL) stake by 8.4% in Q2 2026, buying an estimated $34.9K and bringing the position to 1,581 shares worth $457K. The position accounts for 0.69% of the portfolio, ranked #18.

Fidelis Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Fidelis Wealth Advisors held 1,581 shares of Apple worth $457K as of Q2 2026.
Fidelis Wealth Advisors bought 122 Apple shares in Q2 2026, an estimated $34.9K.
Apple made up 0.69% of Fidelis Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Fidelis Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,104 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fidelis Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.