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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
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% +$1.35K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fiduciary Alliance's AAPL Position: Q1 2026 in Review

Fiduciary Alliance reduced its Apple (AAPL) stake by 4.4% in Q1 2026, selling an estimated $2.76M and leaving 231,623 shares worth $61.7M. The position accounts for 3.72% of the portfolio, ranked #1.

Fiduciary Alliance first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $65.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fiduciary Alliance held 231,623 shares of Apple worth $61.7M as of Q1 2026.
  • Fiduciary Alliance sold 10,609 Apple shares in Q1 2026, an estimated $2.76M.
  • Apple made up 3.72% of Fiduciary Alliance's portfolio in Q1 2026, its #1 holding.
  • Fiduciary Alliance first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's Apple position peaked at $65.9M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.