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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Fulcrum Equity Management increased its Apple (AAPL) stake by 2% in Q2 2026, buying an estimated $58.9K and bringing the position to 10,632 shares worth $3.08M. The position accounts for 2.26% of the portfolio, ranked #7.

Fulcrum Equity Management first reported a position in AAPL in Q4 2018 and has held it in 23 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Fulcrum Equity Management held 10,632 shares of Apple worth $3.08M as of Q2 2026.
  • Fulcrum Equity Management bought 206 Apple shares in Q2 2026, an estimated $58.9K.
  • Apple made up 2.26% of Fulcrum Equity Management's portfolio in Q2 2026, its #7 holding.
  • Fulcrum Equity Management first reported a position in Apple in Q4 2018 and has held it in 23 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.