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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
Q3 		$63.7M Sell
191,210
-1,972
-1% -$633K 7.43% 2
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Fiduciary Financial Group's AAPL Position: Q3 2026 in Review

Fiduciary Financial Group reduced its Apple (AAPL) stake by 1% in Q3 2026, selling an estimated $633K and leaving 191,210 shares worth $63.7M. The position accounts for 7.43% of the portfolio, ranked #2.

Fiduciary Financial Group first reported a position in AAPL in Q2 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Fiduciary Financial Group held 191,210 shares of Apple worth $63.7M as of Q3 2026.
  • Fiduciary Financial Group sold 1,972 Apple shares in Q3 2026, an estimated $633K.
  • Apple made up 7.43% of Fiduciary Financial Group's portfolio in Q3 2026, its #2 holding.
  • Fiduciary Financial Group first reported a position in Apple in Q2 2024 and has held it in 10 quarters since.
  • 610 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.