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Fiducient Advisors’s Apple AAPL Stock Holding History

Fiducient Advisors’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 		$8.58M Sell
29,666
-7,465
-20% -$2.14M 1.23% 17
2026
Q1 		$9.42M Buy
37,131
+8,787
+31% +$2.29M 1.23% 20
2025
Q4 		$7.71M Buy
28,344
+5,401
+24% +$1.45M 0.96% 26
2025
Q3 		$5.84M Buy
22,943
+3,148
+16% +$711K 0.68% 31
2025
Q2 		$4.06M Buy
19,795
+1,261
+7% +$255K 0.5% 36
2025
Q1 		$4.12M Buy
18,534
+3,582
+24% +$830K 0.51% 31
2024
Q4 		$3.74M Sell
14,952
-8,847
-37% -$2.09M 0.46% 32
2024
Q3 		$5.55M Buy
23,799
+671
+3% +$150K 0.64% 28
2024
Q2 		$4.87M Buy
23,128
+1,096
+5% +$204K 0.67% 24
2024
Q1 		$3.78M Buy
22,032
+2,398
+12% +$436K 0.75% 24
2023
Q4 		$3.78M Sell
19,634
-4,162
-17% -$768K 0.71% 21
2023
Q3 		$4.07M Buy
23,796
+19,895
+510% +$3.65M 0.23% 26
2023
Q2 		$757K Buy
3,901
+1,733
+80% +$302K 0.23% 30
2023
Q1 		$358K Sell
2,168
-13,693
-86% -$2.02M 0.12% 38
2022
Q4 		$2.06M Buy
15,861
+284
+2% +$40.6K 0.61% 18
2022
Q3 		$2.15M Sell
15,577
-11,198
-42% -$1.76M 1.02% 13
2022
Q2 		$3.66M Buy
26,775
+11,406
+74% +$1.73M 1.38% 12
2022
Q1 		$2.68M Buy
15,369
+29
+0.2% +$4.88K 1.01% 13
2021
Q4 		$2.72M Sell
15,340
-11,329
-42% -$1.79M 0.83% 15
2021
Q3 		$3.77M Buy
26,669
+23
+0.1% +$3.39K 1.14% 14
2021
Q2 		$3.65M Sell
26,646
-158
-0.6% -$20.5K 1.13% 14
2021
Q1 		$3.27M Sell
26,804
-208
-0.8% -$26.7K 1.06% 13
2020
Q4 		$3.58M Buy
+27,012
New +$3.25M 1.33% 12

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

Fiducient Advisors's AAPL Position: Q2 2026 in Review

Fiducient Advisors reduced its Apple (AAPL) stake by 20% in Q2 2026, selling an estimated $2.14M and leaving 29,666 shares worth $8.58M. The position accounts for 1.23% of the portfolio, ranked #17.

Fiducient Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.42M in Q1 2026. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fiducient Advisors held 29,666 shares of Apple worth $8.58M as of Q2 2026.
  • Fiducient Advisors sold 7,465 Apple shares in Q2 2026, an estimated $2.14M.
  • Apple made up 1.23% of Fiducient Advisors's portfolio in Q2 2026, its #17 holding.
  • Fiducient Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Fiducient Advisors's Apple position peaked at $9.42M in Q1 2026.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.