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Alpha Family Trust’s Apple AAPL Stock Holding History

Alpha Family Trust’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 		$17.6M Hold
60,770
– – 7.07% 3
2026
Q1 		$15.4M Hold
60,770
– – 7.48% 2
2025
Q4 		$16.5M Hold
60,770
– – 7.53% 3
2025
Q3 		$15.5M Buy
60,770
+3,220
+6% +$727K 7.26% 3
2025
Q2 		$11.8M Sell
57,550
-6,760
-11% -$1.37M 5.85% 3
2025
Q1 		$14.3M Buy
64,310
+7,610
+13% +$1.76M 8.34% 1
2024
Q4 		$14.2M Hold
56,700
– – 7.97% 3
2024
Q3 		$13.2M Hold
56,700
– – 7.38% 4
2024
Q2 		$11.9M Sell
56,700
-4,010
-7% -$748K 7% 4
2024
Q1 		$10.4M Sell
60,710
-1,450
-2% -$264K 6.3% 4
2023
Q4 		$12M Hold
62,160
– – 8.08% 2
2023
Q3 		$10.6M Sell
62,160
-2,260
-4% -$414K 8.1% 3
2023
Q2 		$12.5M Sell
64,420
-65
-0.1% -$11.3K 8.72% 2
2023
Q1 		$10.6M Sell
64,485
-775
-1% -$114K 8.42% 3
2022
Q4 		$8.48M Sell
65,260
-11,100
-15% -$1.59M 7.66% 4
2022
Q3 		$10.6M Hold
76,360
– – 7.98% 5
2022
Q2 		$10.4M Buy
76,360
+18,610
+32% +$2.82M 6.65% 6
2022
Q1 		$10.1M Buy
57,750
+34,900
+153% +$5.87M 4.09% 10
2021
Q4 		$4.06M Hold
22,850
– – 1.14% 17
2021
Q3 		$3.23M Hold
22,850
– – 1.05% 19
2021
Q2 		$3.13M Hold
22,850
– – 0.99% 20
2021
Q1 		$2.79M Buy
+22,850
New +$2.93M 1.29% 17

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

Alpha Family Trust's AAPL Position: Q2 2026 in Review

Alpha Family Trust held its Apple (AAPL) position steady in Q2 2026 at 60,770 shares worth $17.6M. The position accounts for 7.07% of the portfolio, ranked #3.

Alpha Family Trust first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Alpha Family Trust held 60,770 shares of Apple worth $17.6M as of Q2 2026.
  • Alpha Family Trust left its Apple share count unchanged in Q2 2026.
  • Apple made up 7.07% of Alpha Family Trust's portfolio in Q2 2026, its #3 holding.
  • Alpha Family Trust first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.