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Fulcrum Asset Management’s Apple AAPL Stock Holding History

Fulcrum Asset Management’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
2025
Q2 		– Hold
0
– -$20M – 182
2025
Q1 		– Hold
0
– – – 4

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

Fulcrum Asset Management's AAPL Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Apple (AAPL) in Q2 2026: 117,131 shares worth $33M. The stake represents 3.29% of the portfolio and ranks #2 among its holdings.

6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fulcrum Asset Management held 117,131 shares of Apple worth $33M as of Q2 2026.
  • Apple was a new Fulcrum Asset Management position in Q2 2026.
  • Apple made up 3.29% of Fulcrum Asset Management's portfolio in Q2 2026, its #2 holding.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.