Fiduciary Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56M | Sell |
220,637
-676
| -0.3% | -$176K | 4.78% | 2 |
|
|
2025
Q4 | $60.2M | Sell |
221,313
-2,651
| -1% | -$712K | 5.05% | 2 |
|
|
2025
Q3 | $57M | Sell |
223,964
-1,537
| -0.7% | -$347K | 5.01% | 1 |
|
|
2025
Q2 | $46.3M | Sell |
225,501
-957
| -0.4% | -$193K | 4.35% | 2 |
|
|
2025
Q1 | $50.3M | Buy |
226,458
+15
| +0% | +$3.48K | 5.04% | 1 |
|
|
2024
Q4 | $56.7M | Buy |
226,443
+3,909
| +2% | +$921K | 5.69% | 1 |
|
|
2024
Q3 | $51.9M | Buy |
222,534
+387
| +0.2% | +$86.4K | 5.25% | 1 |
|
|
2024
Q2 | $46.8M | Sell |
222,147
-2,209
| -1% | -$412K | 5.03% | 1 |
|
|
2024
Q1 | $38.5M | Buy |
224,356
+2,006
| +0.9% | +$365K | 4.19% | 3 |
|
|
2023
Q4 | $42.8M | Sell |
222,350
-3,140
| -1% | -$580K | 5.02% | 2 |
|
|
2023
Q3 | $38.6M | Sell |
225,490
-1,697
| -0.7% | -$311K | 4.93% | 2 |
|
|
2023
Q2 | $44.1M | Sell |
227,187
-2,963
| -1% | -$516K | 5.41% | 1 |
|
|
2023
Q1 | $38M | Sell |
230,150
-2,920
| -1% | -$431K | 4.93% | 2 |
|
|
2022
Q4 | $30.3M | Sell |
233,070
-6,366
| -3% | -$910K | 4.03% | 2 |
|
|
2022
Q3 | $35.2M | Sell |
239,436
-5,376
| -2% | -$844K | 4.56% | 1 |
|
|
2022
Q2 | $41.2M | Sell |
244,812
-2,621
| -1% | -$397K | 5.15% | 1 |
|
|
2022
Q1 | $36.2M | Sell |
247,433
-5,670
| -2% | -$953K | 4.79% | 1 |
|
|
2021
Q4 | $44.9M | Sell |
253,103
-1,782
| -0.7% | -$282K | 5% | 1 |
|
|
2021
Q3 | $38.1M | Sell |
254,885
-2,289
| -0.9% | -$337K | 4.32% | 2 |
|
|
2021
Q2 | $37.8M | Buy |
257,174
+1,530
| +0.6% | +$198K | 4.37% | 2 |
|
|
2021
Q1 | $33.6M | Buy |
255,644
+408
| +0.2% | +$52.4K | 4.09% | 3 |
|
|
2020
Q4 | $34.5M | Sell |
255,236
-10,429
| -4% | -$1.25M | 4.55% | 3 |
|
|
2020
Q3 | $30.8M | Sell |
265,665
-3,151
| -1% | -$344K | 4.65% | 3 |
|
|
2020
Q2 | $24.5M | Sell |
268,816
-4,444
| -2% | -$344K | 4.09% | 3 |
|
|
2020
Q1 | $17.4M | Buy |
273,260
+3,652
| +1% | +$269K | 3.41% | 5 |
|
|
2019
Q4 | $19.8M | Sell |
269,608
-14,476
| -5% | -$931K | 3.16% | 4 |
|
|
2019
Q3 | $15.9M | Sell |
284,084
-25,696
| -8% | -$1.34M | 2.78% | 5 |
|
|
2019
Q2 | $15.3M | Sell |
309,780
-3,020
| -1% | -$147K | 2.75% | 5 |
|
|
2019
Q1 | $14.9M | Sell |
312,800
-616
| -0.2% | -$26.1K | 2.77% | 5 |
|
|
2018
Q4 | $12.4M | Buy |
313,416
+13,004
| +4% | +$630K | 2.56% | 5 |
|
|
2018
Q3 | $17M | Sell |
300,412
-2,408
| -0.8% | -$125K | 3.32% | 3 |
|
|
2018
Q2 | $14M | Sell |
302,820
-2,148
| -0.7% | -$97.4K | 2.96% | 4 |
|
|
2018
Q1 | $12.8M | Buy |
304,968
+2,508
| +0.8% | +$108K | 2.77% | 5 |
|
|
2017
Q4 | $12.8M | Buy |
302,460
+1,040
| +0.3% | +$43.5K | 2.73% | 5 |
|
|
2017
Q3 | $11.6M | Sell |
301,420
-3,828
| -1% | -$149K | 2.61% | 5 |
|
|
2017
Q2 | $11M | Buy |
305,248
+3,368
| +1% | +$125K | 2.54% | 4 |
|
|
2017
Q1 | $10.8M | Sell |
301,880
-26,108
| -8% | -$860K | 2.57% | 5 |
|
|
2016
Q4 | $9.5M | Buy |
327,988
+444
| +0.1% | +$12.6K | 2.46% | 5 |
|
|
2016
Q3 | $9.26M | Sell |
327,544
-1,264
| -0.4% | -$33.5K | 2.51% | 5 |
|
|
2016
Q2 | $7.86M | Sell |
328,808
-5,348
| -2% | -$133K | 2.18% | 6 |
|
|
2016
Q1 | $9.11M | Buy |
334,156
+5,860
| +2% | +$146K | 2.64% | 4 |
|
|
2015
Q4 | $8.64M | Buy |
328,296
+13,640
| +4% | +$390K | 2.57% | 4 |
|
|
2015
Q3 | $8.68M | Buy |
314,656
+25,260
| +9% | +$741K | 2.89% | 2 |
|
|
2015
Q2 | $9.07M | Buy |
+289,396
| New | +$9.26M | 2.86% | 1 |
|
Other funds holding AAPL
VCM
VPM
Fiduciary Group's AAPL Position: Q1 2026 in Review
Fiduciary Group reduced its Apple (AAPL) stake by 0.31% in Q1 2026, selling an estimated $176K and leaving 220,637 shares worth $56M. The position accounts for 4.78% of the portfolio, ranked #2.
Fiduciary Group first reported a position in AAPL in Q2 2015 and has held it in 44 quarters since. The position peaked at $60.2M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Fiduciary Group held 220,637 shares of Apple worth $56M as of Q1 2026.
- Fiduciary Group sold 676 Apple shares in Q1 2026, an estimated $176K.
- Apple made up 4.78% of Fiduciary Group's portfolio in Q1 2026, its #2 holding.
- Fiduciary Group first reported a position in Apple in Q2 2015 and has held it in 44 quarters since.
- Fiduciary Group's Apple position peaked at $60.2M in Q4 2025.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.