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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
Q2 		$11.8M Sell
40,657
-213
-0.5% -$60.9K 2.75% 3
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 $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

BankPlus Trust Department's AAPL Position: Q2 2026 in Review

BankPlus Trust Department reduced its Apple (AAPL) stake by 0.52% in Q2 2026, selling an estimated $60.9K and leaving 40,657 shares worth $11.8M. The position accounts for 2.75% of the portfolio, ranked #3.

BankPlus Trust Department first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BankPlus Trust Department held 40,657 shares of Apple worth $11.8M as of Q2 2026.
  • BankPlus Trust Department sold 213 Apple shares in Q2 2026, an estimated $60.9K.
  • Apple made up 2.75% of BankPlus Trust Department's portfolio in Q2 2026, its #3 holding.
  • BankPlus Trust Department first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Apple position peaked at $12.6M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.