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BankPlus Trust Department’s Apple AAPL Stock Holding History

BankPlus Trust Department’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
Q1 		$10.4M Sell
40,870
-4,672
-10% -$1.22M 2.77% 3
2025
Q4 		$12.4M Sell
45,542
-2,727
-6% -$732K 3.24% 3
2025
Q3 		$12.3M Sell
48,269
-863
-2% -$195K 3.29% 3
2025
Q2 		$10.1M Sell
49,132
-243
-0.5% -$49.1K 2.98% 3
2025
Q1 		$11M Sell
49,375
-994
-2% -$230K 3.66% 3
2024
Q4 		$12.6M Buy
+50,369
New +$11.9M 4.14% 3

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BankPlus Trust Department's AAPL Position: Q1 2026 in Review

BankPlus Trust Department reduced its Apple (AAPL) stake by 10% in Q1 2026, selling an estimated $1.22M and leaving 40,870 shares worth $10.4M. The position accounts for 2.77% of the portfolio, ranked #3.

BankPlus Trust Department first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.6M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • BankPlus Trust Department held 40,870 shares of Apple worth $10.4M as of Q1 2026.
  • BankPlus Trust Department sold 4,672 Apple shares in Q1 2026, an estimated $1.22M.
  • Apple made up 2.77% of BankPlus Trust Department's portfolio in Q1 2026, its #3 holding.
  • BankPlus Trust Department first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Apple position peaked at $12.6M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.