Fulcrum Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.8M | Sell |
96,103
-3,503
| -4% | -$1M | 5.64% | 4 |
|
|
2026
Q1 | $25.3M | Sell |
99,606
-1,477
| -1% | -$384K | 5.49% | 3 |
|
|
2025
Q4 | $27.5M | Sell |
101,083
-1,575
| -2% | -$423K | 5.52% | 4 |
|
|
2025
Q3 | $26.1M | Sell |
102,658
-2,578
| -2% | -$582K | 5.36% | 3 |
|
|
2025
Q2 | $21.6M | Sell |
105,236
-44,273
| -30% | -$8.94M | 4.57% | 5 |
|
|
2025
Q1 | $33.2M | Sell |
149,509
-10,523
| -7% | -$2.44M | 7.36% | 2 |
|
|
2024
Q4 | $40.1M | Buy |
160,032
+49,413
| +45% | +$11.6M | 8.39% | 2 |
|
|
2024
Q3 | $25.8M | Buy |
110,619
+3,588
| +3% | +$801K | 5.61% | 3 |
|
|
2024
Q2 | $22.5M | Sell |
107,031
-3,760
| -3% | -$701K | 5.13% | 3 |
|
|
2024
Q1 | $19M | Buy |
110,791
+2,111
| +2% | +$384K | 4.51% | 3 |
|
|
2023
Q4 | $20.9M | Sell |
108,680
-11,219
| -9% | -$2.07M | 5.41% | 3 |
|
|
2023
Q3 | $20.5M | Sell |
119,899
-1,583
| -1% | -$290K | 5.96% | 3 |
|
|
2023
Q2 | $23.6M | Sell |
121,482
-14,830
| -11% | -$2.58M | 6.2% | 3 |
|
|
2023
Q1 | $22.5M | Sell |
136,312
-10,009
| -7% | -$1.48M | 6.05% | 3 |
|
|
2022
Q4 | $19M | Buy |
146,321
+872
| +0.6% | +$125K | 5.49% | 3 |
|
|
2022
Q3 | $20.1M | Sell |
145,449
-5,257
| -3% | -$825K | 5.97% | 2 |
|
|
2022
Q2 | $20.6M | Buy |
150,706
+2,055
| +1% | +$311K | 6.48% | 3 |
|
|
2022
Q1 | $26M | Sell |
148,651
-2,577
| -2% | -$433K | 6.95% | 3 |
|
|
2021
Q4 | $26.9M | Buy |
151,228
+1,092
| +0.7% | +$173K | 5.82% | 3 |
|
|
2021
Q3 | $21.2M | Buy |
150,136
+1,724
| +1% | +$254K | 5.08% | 3 |
|
|
2021
Q2 | $20.3M | Buy |
148,412
+7,210
| +5% | +$934K | 5.1% | 3 |
|
|
2021
Q1 | $17.2M | Sell |
141,202
-375
| -0.3% | -$48.1K | 4.95% | 3 |
|
|
2020
Q4 | $18.8M | Buy |
141,577
+1,059
| +0.8% | +$127K | 5.62% | 2 |
|
|
2020
Q3 | $16.3M | Sell |
140,518
-21,998
| -14% | -$2.4M | 5.89% | 2 |
|
|
2020
Q2 | $14.8M | Sell |
162,516
-7,892
| -5% | -$612K | 5.62% | 2 |
|
|
2020
Q1 | $10.8M | Sell |
170,408
-34,756
| -17% | -$2.56M | 4.92% | 2 |
|
|
2019
Q4 | $15.1M | Sell |
205,164
-17,760
| -8% | -$1.14M | 4.66% | 3 |
|
|
2019
Q3 | $12.5M | Buy |
222,924
+11,376
| +5% | +$595K | 4.26% | 4 |
|
|
2019
Q2 | $10.5M | Buy |
211,548
+1,736
| +0.8% | +$84.6K | 3.83% | 5 |
|
|
2019
Q1 | $9.96M | Buy |
209,812
+14,204
| +7% | +$602K | 3.76% | 5 |
|
|
2018
Q4 | $7.71M | Buy |
195,608
+27,484
| +16% | +$1.33M | 3.48% | 6 |
|
|
2018
Q3 | $9.49M | Sell |
168,124
-9,196
| -5% | -$479K | 3.7% | 5 |
|
|
2018
Q2 | $8.21M | Sell |
177,320
-9,332
| -5% | -$423K | 3.92% | 6 |
|
|
2018
Q1 | $7.83M | Sell |
186,652
-27,596
| -13% | -$1.19M | 2.55% | 8 |
|
|
2017
Q4 | $9.06M | Buy |
+214,248
| New | +$8.95M | 2.94% | 6 |
|
Other funds holding AAPL
Fulcrum Capital's AAPL Position: Q2 2026 in Review
Fulcrum Capital reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $1M and leaving 96,103 shares worth $27.8M. The position accounts for 5.64% of the portfolio, ranked #4.
Fulcrum Capital first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $40.1M in Q4 2024. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Fulcrum Capital held 96,103 shares of Apple worth $27.8M as of Q2 2026.
- Fulcrum Capital sold 3,503 Apple shares in Q2 2026, an estimated $1M.
- Apple made up 5.64% of Fulcrum Capital's portfolio in Q2 2026, its #4 holding.
- Fulcrum Capital first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- Fulcrum Capital's Apple position peaked at $40.1M in Q4 2024.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.