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Fiduciary Planning’s Apple AAPL Stock Holding History

Fiduciary Planning’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 		$3.45M Buy
11,938
+52
+0.4% +$14.9K 0.9% 21
2026
Q1 		$3.02M Sell
11,886
-93
-0.8% -$24.2K 0.91% 22
2025
Q4 		$3.26M Buy
11,979
+80
+0.7% +$21.5K 0.99% 22
2025
Q3 		$3.03M Sell
11,899
-784
-6% -$177K 0.93% 24
2025
Q2 		$2.6M Sell
12,683
-2,423
-16% -$489K 0.86% 23
2025
Q1 		$3.36M Buy
15,106
+592
+4% +$137K 1.11% 18
2024
Q4 		$3.63M Buy
14,514
+499
+4% +$118K 1.18% 17
2024
Q3 		$3.27M Buy
14,015
+1,510
+12% +$337K 1.11% 19
2024
Q2 		$2.63M Sell
12,505
-328
-3% -$61.2K 0.94% 21
2024
Q1 		$2.2M Buy
12,833
+1,419
+12% +$258K 0.83% 18
2023
Q4 		$2.2M Buy
11,414
+1,817
+19% +$335K 0.94% 17
2023
Q3 		$1.64M Buy
9,597
+524
+6% +$96.1K 0.78% 24
2023
Q2 		$1.76M Sell
9,073
-305
-3% -$53.1K 0.81% 16
2023
Q1 		$1.55M Sell
9,378
-1,603
-15% -$237K 0.73% 15
2022
Q4 		$1.43M Buy
10,981
+2,400
+28% +$343K 0.69% 14
2022
Q3 		$1.19M Sell
8,581
-238
-3% -$37.4K 0.61% 12
2022
Q2 		$1.21M Sell
8,819
-164
-2% -$24.8K 0.6% 13
2022
Q1 		$1.57M Sell
8,983
-1,898
-17% -$319K 0.86% 10
2021
Q4 		$1.93M Sell
10,881
-19,453
-64% -$3.07M 1.09% 10
2021
Q3 		$4.29M Buy
30,334
+5,852
+24% +$862K 2.28% 9
2021
Q2 		$3.35M Sell
24,482
-8,625
-26% -$1.12M 2.9% 8
2021
Q1 		$4.04M Buy
33,107
+566
+2% +$72.7K 6.11% 2
2020
Q4 		$4.32M Buy
32,541
+509
+2% +$61.2K 6.08% 2
2020
Q3 		$3.71M Buy
32,032
+10,440
+48% +$1.14M 6.12% 2
2020
Q2 		$2.29M Sell
21,592
-16,372
-43% -$1.27M 5.05% 2
2020
Q1 		$2.41M Buy
37,964
+2,744
+8% +$202K 4.53% 6
2019
Q4 		$2.8M Buy
+35,220
New +$2.27M 2.58% 8

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 Planning's AAPL Position: Q2 2026 in Review

Fiduciary Planning increased its Apple (AAPL) stake by 0.44% in Q2 2026, buying an estimated $14.9K and bringing the position to 11,938 shares worth $3.45M. The position accounts for 0.9% of the portfolio, ranked #21.

Fiduciary Planning first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.32M in Q4 2020. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fiduciary Planning held 11,938 shares of Apple worth $3.45M as of Q2 2026.
  • Fiduciary Planning bought 52 Apple shares in Q2 2026, an estimated $14.9K.
  • Apple made up 0.9% of Fiduciary Planning's portfolio in Q2 2026, its #21 holding.
  • Fiduciary Planning first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Fiduciary Planning's Apple position peaked at $4.32M in Q4 2020.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.