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
2025
Q1 		– Sell
-1,500
Closed -$376K – 188
2024
Q4 		$376K Buy
+1,500
New +$354K 0.11% 34

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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. 4,506 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.
  • 4,506 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.