Fulcrum Equity Management
AAPL icon

Fulcrum Equity Management’s Apple AAPL Stock Holding History

Fulcrum Equity 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
2026
Q3 		$2.76M Sell
8,297
-2,335
-22% -$750K 2.2% 7
2026
Q2 		$3.08M Buy
10,632
+206
+2% +$58.9K 2.26% 7
2026
Q1 		$2.65M Buy
10,426
+1,258
+14% +$327K 2.56% 6
2025
Q4 		$2.49M Buy
9,168
+4,441
+94% +$1.19M 2.39% 6
2025
Q3 		$1.2M Buy
4,727
+357
+8% +$80.6K 1.22% 16
2025
Q2 		$897K Sell
4,370
-2,165
-33% -$437K 0.92% 27
2025
Q1 		$1.45M Buy
6,535
+1,025
+19% +$237K 1.59% 13
2024
Q4 		$1.38M Buy
5,510
+77
+1% +$18.1K 1.36% 15
2024
Q3 		$1.27M Buy
5,433
+11
+0.2% +$2.46K 1.07% 19
2024
Q2 		$1.14M Buy
5,422
+197
+4% +$36.7K 1.03% 32
2024
Q1 		$896K Buy
5,225
+3,599
+221% +$654K 1.06% 35
2023
Q4 		$313K Buy
+1,626
New +$300K 0.39% 72
2022
Q4 		– Sell
-1,524
Closed -$211K – 71
2022
Q3 		$211K Buy
1,524
+1
+0.1% +$157 0.18% 60
2022
Q2 		$208K Sell
1,523
-1,489
-49% -$225K 0.17% 70
2022
Q1 		$526K Sell
3,012
-4,921
-62% -$828K 0.31% 56
2021
Q4 		$1.41M Sell
7,933
-88
-1% -$13.9K 0.53% 53
2021
Q3 		$1.14M Buy
8,021
+3,441
+75% +$507K 0.44% 59
2021
Q2 		$627K Buy
4,580
+1,185
+35% +$154K 0.23% 92
2021
Q1 		$415K Sell
3,395
-2,452
-42% -$315K 0.16% 115
2020
Q4 		$776K Buy
5,847
+1,964
+51% +$236K 0.31% 72
2020
Q3 		$450K Buy
+3,883
New +$424K 0.21% 75
2019
Q4 		– Sell
-2,404
Closed -$135K – 91
2019
Q3 		$135K Buy
+2,404
New +$126K 0.07% 88
2019
Q2 		– Sell
-14,980
Closed -$711K – 82
2019
Q1 		$711K Buy
14,980
+1,496
+11% +$63.5K 0.24% 17
2018
Q4 		$532K Buy
+13,484
New +$654K 0.2% 25

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fulcrum Equity Management's AAPL Position: Q3 2026 in Review

Fulcrum Equity Management reduced its Apple (AAPL) stake by 22% in Q3 2026, selling an estimated $750K and leaving 8,297 shares worth $2.76M. The position accounts for 2.2% of the portfolio, ranked #7.

Fulcrum Equity Management first reported a position in AAPL in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.08M in Q2 2026. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Fulcrum Equity Management held 8,297 shares of Apple worth $2.76M as of Q3 2026.
  • Fulcrum Equity Management sold 2,335 Apple shares in Q3 2026, an estimated $750K.
  • Apple made up 2.2% of Fulcrum Equity Management's portfolio in Q3 2026, its #7 holding.
  • Fulcrum Equity Management first reported a position in Apple in Q4 2018 and has held it in 24 quarters since.
  • Fulcrum Equity Management's Apple position peaked at $3.08M in Q2 2026.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.