FFO
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Fiduciary Family Office’s Apple AAPL Stock Holding History

Fiduciary Family Office’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 		$130M Buy
450,152
+3,750
+0.8% +$1.07M 32.58% 1
2026
Q1 		$113M Buy
446,402
+5,063
+1% +$1.32M 32.29% 1
2025
Q4 		$120M Sell
441,339
-576
-0.1% -$155K 34.49% 1
2025
Q3 		$113M Sell
441,915
-554
-0.1% -$125K 32.01% 1
2025
Q2 		$90.8M Sell
442,469
-2,910
-0.7% -$588K 29.73% 1
2025
Q1 		$98.9M Buy
445,379
+443,327
+21,605% +$103M 32.92% 1
2024
Q4 		$514K Sell
2,052
-437,417
-100% -$103M 0.15% 31
2024
Q3 		$102M Buy
439,469
+143,054
+48% +$31.9M 33.8% 1
2024
Q2 		$62.4M Sell
296,415
-323
-0.1% -$60.2K 24.63% 1
2024
Q1 		$50.9M Sell
296,738
-9,031
-3% -$1.64M 19.95% 1
2023
Q4 		$58.9M Buy
+305,769
New +$56.5M 25.75% 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 Family Office's AAPL Position: Q2 2026 in Review

Fiduciary Family Office increased its Apple (AAPL) stake by 0.84% in Q2 2026, buying an estimated $1.07M and bringing the position to 450,152 shares worth $130M. The position accounts for 32.58% of the portfolio, ranked #1.

Fiduciary Family Office first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fiduciary Family Office held 450,152 shares of Apple worth $130M as of Q2 2026.
  • Fiduciary Family Office bought 3,750 Apple shares in Q2 2026, an estimated $1.07M.
  • Apple made up 32.58% of Fiduciary Family Office's portfolio in Q2 2026, its #1 holding.
  • Fiduciary Family Office first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.