Fiduciary Alliance
AAPL icon

Fiduciary Alliance’s Apple AAPL Stock Holding History

Fiduciary Alliance’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 		$53.9M Sell
161,958
-12,243
-7% -$3.93M 4.07% 1
2026
Q2 		$50.4M Sell
174,201
-57,422
-25% -$16.4M 3.41% 1
2026
Q1 		$61.7M Sell
231,623
-10,609
-4% -$2.76M 3.72% 1
2025
Q4 		$65.9M Sell
242,232
-3,810
-2% -$1.02M 4.3% 1
2025
Q3 		$62.6M Buy
246,042
+6
+0% +$1.36K 4.2% 1
2025
Q2 		$50.5M Buy
246,036
+12,262
+5% +$2.48M 3.76% 2
2025
Q1 		$51.9M Buy
233,774
+7,658
+3% +$1.77M 5.1% 1
2024
Q4 		$56.6M Buy
226,116
+32,724
+17% +$7.71M 5.72% 1
2024
Q3 		$45.1M Buy
193,392
+33,056
+21% +$7.38M 5.98% 1
2024
Q2 		$35.3M Buy
160,336
+12,086
+8% +$2.25M 5.73% 2
2024
Q1 		$25.2M Sell
148,250
-5,104
-3% -$928K 4.45% 2
2023
Q4 		$29.5M Buy
153,354
+830
+0.5% +$153K 5.81% 1
2023
Q3 		$26.1M Buy
152,524
+2,070
+1% +$380K 6.03% 1
2023
Q2 		$29.2M Buy
150,454
+1,903
+1% +$332K 6.27% 1
2023
Q1 		$24.5M Buy
148,551
+3,416
+2% +$504K 6.15% 1
2022
Q4 		$18.9M Buy
+145,135
New +$20.7M 4.88% 1

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
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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fiduciary Alliance's AAPL Position: Q3 2026 in Review

Fiduciary Alliance reduced its Apple (AAPL) stake by 7% in Q3 2026, selling an estimated $3.93M and leaving 161,958 shares worth $53.9M. The position accounts for 4.07% of the portfolio, ranked #1.

Fiduciary Alliance first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $65.9M in Q4 2025. 1,629 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Fiduciary Alliance held 161,958 shares of Apple worth $53.9M as of Q3 2026.
  • Fiduciary Alliance sold 12,243 Apple shares in Q3 2026, an estimated $3.93M.
  • Apple made up 4.07% of Fiduciary Alliance's portfolio in Q3 2026, its #1 holding.
  • Fiduciary Alliance first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Apple position peaked at $65.9M in Q4 2025.
  • 1,629 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.