AT
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Arlington Trust’s Apple AAPL Stock Holding History

Arlington 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 		$7.3M Buy
25,230
+2,251
+10% +$644K 0.62% 10
2026
Q1 		$5.83M Buy
22,979
+1,962
+9% +$511K 0.51% 11
2025
Q4 		$5.71M Sell
21,017
-45,534
-68% -$12.2M 0.58% 11
2025
Q3 		$16.9M Sell
66,551
-509
-0.8% -$115K 3.05% 7
2025
Q2 		$13.8M Buy
67,060
+359
+0.5% +$72.5K 2.69% 9
2025
Q1 		$14.8M Buy
66,701
+657
+1% +$152K 3.14% 6
2024
Q4 		$16.5M Buy
66,044
+2,023
+3% +$477K 3.47% 6
2024
Q3 		$14.9M Sell
64,021
-125
-0.2% -$27.9K 3.25% 6
2024
Q2 		$13.5M Buy
64,146
+245
+0.4% +$45.7K 3.18% 6
2024
Q1 		$11M Sell
63,901
-2,522
-4% -$459K 2.82% 8
2023
Q4 		$12.8M Buy
+66,423
New +$12.3M 3.58% 5

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

Arlington Trust's AAPL Position: Q2 2026 in Review

Arlington Trust increased its Apple (AAPL) stake by 9.8% in Q2 2026, buying an estimated $644K and bringing the position to 25,230 shares worth $7.3M. The position accounts for 0.62% of the portfolio, ranked #10.

Arlington Trust first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.9M in Q3 2025. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Arlington Trust held 25,230 shares of Apple worth $7.3M as of Q2 2026.
  • Arlington Trust bought 2,251 Apple shares in Q2 2026, an estimated $644K.
  • Apple made up 0.62% of Arlington Trust's portfolio in Q2 2026, its #10 holding.
  • Arlington Trust first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's Apple position peaked at $16.9M in Q3 2025.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.