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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
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% +$1.35K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Alliance's AAPL Position: Q2 2026 in Review

Fiduciary Alliance reduced its Apple (AAPL) stake by 25% in Q2 2026, selling an estimated $16.4M and leaving 174,201 shares worth $50.4M. The position accounts for 3.41% of the portfolio, ranked #1.

Fiduciary Alliance first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $65.9M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fiduciary Alliance held 174,201 shares of Apple worth $50.4M as of Q2 2026.
  • Fiduciary Alliance sold 57,422 Apple shares in Q2 2026, an estimated $16.4M.
  • Apple made up 3.41% of Fiduciary Alliance's portfolio in Q2 2026, its #1 holding.
  • Fiduciary Alliance first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Apple position peaked at $65.9M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.