Fulcrum Wealth Advisors’s Apple AAPL Stock Holding History

Fulcrum Wealth 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	$7.24M	Buy	25,019 +6,480	+35%	+$1.85M	5.53%	5
2026 Q1	$4.7M	Buy	18,539 +8,412	+83%	+$2.19M	3.9%	7
2025 Q4	$2.75M	Buy	+10,127	New	+$2.72M	2.26%	15

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fulcrum Wealth Advisors's AAPL Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its Apple (AAPL) stake by 35% in Q2 2026, buying an estimated $1.85M and bringing the position to 25,019 shares worth $7.24M. The position accounts for 5.53% of the portfolio, ranked #5.

Fulcrum Wealth Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Fulcrum Wealth Advisors held 25,019 shares of Apple worth $7.24M as of Q2 2026.
Fulcrum Wealth Advisors bought 6,480 Apple shares in Q2 2026, an estimated $1.85M.
Apple made up 5.53% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Fulcrum Wealth Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.