Fiduciary Advisors Inc’s Apple AAPL Stock Holding History

Fiduciary Advisors Inc’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	$197K	Sell	681 -19	-3%	-$5.43K	0.13%	41
2026 Q1	$178K	Hold	700	–	–	0.13%	42
2025 Q4	$190K	Hold	700	–	–	0.14%	43
2025 Q3	$178K	Sell	700 -113	-14%	-$25.5K	0.14%	40
2025 Q2	$167K	Buy	813 +1	+0.1%	+$202	0.15%	40
2025 Q1	$180K	Hold	812	–	–	0.18%	38
2024 Q4	$203K	Buy	+812	New	+$191K	0.2%	37

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

Fiduciary Advisors Inc's AAPL Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its Apple (AAPL) stake by 2.7% in Q2 2026, selling an estimated $5.43K and leaving 681 shares worth $197K. The position accounts for 0.13% of the portfolio, ranked #41.

Fiduciary Advisors Inc first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $203K in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Fiduciary Advisors Inc held 681 shares of Apple worth $197K as of Q2 2026.
Fiduciary Advisors Inc sold 19 Apple shares in Q2 2026, an estimated $5.43K.
Apple made up 0.13% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #41 holding.
Fiduciary Advisors Inc first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's Apple position peaked at $203K in Q4 2024.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.