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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fiduciary Planning's AAPL Position: Q1 2026 in Review

Fiduciary Planning reduced its Apple (AAPL) stake by 0.78% in Q1 2026, selling an estimated $24.2K and leaving 11,886 shares worth $3.02M. The position accounts for 0.91% of the portfolio, ranked #22.

Fiduciary Planning first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.32M in Q4 2020. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fiduciary Planning held 11,886 shares of Apple worth $3.02M as of Q1 2026.
  • Fiduciary Planning sold 93 Apple shares in Q1 2026, an estimated $24.2K.
  • Apple made up 0.91% of Fiduciary Planning's portfolio in Q1 2026, its #22 holding.
  • Fiduciary Planning first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Fiduciary Planning's Apple position peaked at $4.32M in Q4 2020.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.