AMG National Trust Bank’s Apple AAPL Stock Holding History

AMG National Trust Bank’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
2025 Q4	–	Sell	-40,000	Closed	-$10.2M	–	454
2025 Q3	$10.2M	Hold	40,000	–	–	0.25%	63
2025 Q2	$8.21M	Hold	40,000	–	–	0.22%	74
2025 Q1	$8.89M	Hold	40,000	–	–	0.25%	67
2024 Q4	$10M	Hold	40,000	–	–	0.28%	58
2024 Q3	$9.32M	Hold	40,000	–	–	0.25%	64
2024 Q2	$8.42M	Hold	40,000	–	–	0.23%	73
2024 Q1	$6.86K	Hold	40,000	–	–	﹤0.01%	422
2023 Q4	$7.7K	Sell	40,000 -15,000	-27%	-$2.77M	﹤0.01%	420
2023 Q3	$9.42K	Sell	55,000 -20,000	-27%	-$3.67M	﹤0.01%	412
2023 Q2	$14.5K	Buy	75,000 +15,000	+25%	+$2.61M	﹤0.01%	433
2023 Q1	$9.89K	Buy	60,000 +10,000	+20%	+$1.48M	﹤0.01%	446
2022 Q4	$6.5K	Hold	50,000	–	–	﹤0.01%	436
2022 Q3	$6.91M	Hold	50,000	–	–	0.26%	67
2022 Q2	$8.13M	Sell	50,000 -30,000	-38%	-$4.54M	0.3%	48
2022 Q1	$14M	Hold	80,000	–	–	0.44%	36
2021 Q4	$14.2M	Sell	80,000 -20,000	-20%	-$3.16M	0.42%	37
2021 Q3	$14.2M	Hold	100,000	–	–	0.45%	36
2021 Q2	$13.7M	Hold	100,000	–	–	0.44%	37
2021 Q1	$12.2M	Hold	100,000	–	–	0.41%	39
2020 Q4	$13.3M	Hold	100,000	–	–	0.47%	37
2020 Q3	$11.6M	Buy	+100,000	New	+$10.9M	0.48%	35

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AMG National Trust Bank's AAPL Position: Q1 2026 in Review

AMG National Trust Bank increased its Apple (AAPL) stake by 19% in Q1 2026, buying an estimated $16.8M and bringing the position to 396,465 shares worth $101M. The position accounts for 2.18% of the portfolio, ranked #9.

AMG National Trust Bank first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

AMG National Trust Bank held 396,465 shares of Apple worth $101M as of Q1 2026.
AMG National Trust Bank bought 64,657 Apple shares in Q1 2026, an estimated $16.8M.
Apple made up 2.18% of AMG National Trust Bank's portfolio in Q1 2026, its #9 holding.
AMG National Trust Bank first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.