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Fiduciary Wealth Partners’s Apple AAPL Stock Holding History

Fiduciary Wealth Partners’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 		$5.13M Buy
17,725
+200
+1% +$57.2K 2.82% 5
2026
Q1 		$4.45M Sell
17,525
-9,130
-34% -$2.38M 2.91% 5
2025
Q4 		$7.25M Sell
26,655
-313
-1% -$84K 2.97% 6
2025
Q3 		$6.87M Buy
26,968
+15,964
+145% +$3.61M 2.88% 6
2025
Q2 		$2.26M Sell
11,004
-5,058
-31% -$1.02M 2.13% 9
2025
Q1 		$3.57M Buy
+16,062
New +$3.72M 3.08% 7

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 Wealth Partners's AAPL Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $57.2K and bringing the position to 17,725 shares worth $5.13M. The position accounts for 2.82% of the portfolio, ranked #5.

Fiduciary Wealth Partners first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.25M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fiduciary Wealth Partners held 17,725 shares of Apple worth $5.13M as of Q2 2026.
  • Fiduciary Wealth Partners bought 200 Apple shares in Q2 2026, an estimated $57.2K.
  • Apple made up 2.82% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Fiduciary Wealth Partners first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's Apple position peaked at $7.25M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.