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Fiduciary Financial Group’s Apple AAPL Stock Holding History

Fiduciary Financial Group’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 		$55.9M Buy
193,182
+327
+0.2% +$93.5K 6.34% 2
2026
Q1 		$48.9M Buy
192,855
+430
+0.2% +$112K 6.49% 3
2025
Q4 		$52.3M Sell
192,425
-2,491
-1% -$669K 7.39% 2
2025
Q3 		$49.6M Buy
194,916
+9,844
+5% +$2.22M 7.84% 1
2025
Q2 		$38.5M Buy
185,072
+11,551
+7% +$2.33M 6.95% 2
2025
Q1 		$33M Sell
173,521
-1,471
-0.8% -$341K 7.19% 2
2024
Q4 		$41.4M Buy
174,992
+5
+0% +$1.18K 9.02% 1
2024
Q3 		$39.5M Buy
174,987
+5,134
+3% +$1.15M 9.07% 1
2024
Q2 		$39.9M Buy
+169,853
New +$31.7M 9.63% 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 Financial Group's AAPL Position: Q2 2026 in Review

Fiduciary Financial Group increased its Apple (AAPL) stake by 0.17% in Q2 2026, buying an estimated $93.5K and bringing the position to 193,182 shares worth $55.9M. The position accounts for 6.34% of the portfolio, ranked #2.

Fiduciary Financial Group first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fiduciary Financial Group held 193,182 shares of Apple worth $55.9M as of Q2 2026.
  • Fiduciary Financial Group bought 327 Apple shares in Q2 2026, an estimated $93.5K.
  • Apple made up 6.34% of Fiduciary Financial Group's portfolio in Q2 2026, its #2 holding.
  • Fiduciary Financial Group first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.