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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
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 $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 Wealth Partners's AAPL Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Apple (AAPL) stake by 34% in Q1 2026, selling an estimated $2.38M and leaving 17,525 shares worth $4.45M. The position accounts for 2.91% of the portfolio, ranked #5.

Fiduciary Wealth Partners first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.25M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Fiduciary Wealth Partners held 17,525 shares of Apple worth $4.45M as of Q1 2026.
  • Fiduciary Wealth Partners sold 9,130 Apple shares in Q1 2026, an estimated $2.38M.
  • Apple made up 2.91% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Fiduciary Wealth Partners first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Apple position peaked at $7.25M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.