Equitable Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.9M | Sell |
184,683
-3,278
| -2% | -$853K | 2.16% | 8 |
|
|
2025
Q4 | $51.1M | Sell |
187,961
-1,472
| -0.8% | -$395K | 2.28% | 9 |
|
|
2025
Q3 | $48.2M | Buy |
189,433
+1,919
| +1% | +$434K | 2.22% | 7 |
|
|
2025
Q2 | $38.5M | Sell |
187,514
-14,571
| -7% | -$2.94M | 1.92% | 8 |
|
|
2025
Q1 | $44.9M | Sell |
202,085
-18,937
| -9% | -$4.39M | 2.49% | 6 |
|
|
2024
Q4 | $55.3M | Buy |
221,022
+2,109
| +1% | +$497K | 3.09% | 4 |
|
|
2024
Q3 | $51M | Buy |
218,913
+928
| +0.4% | +$207K | 3.27% | 5 |
|
|
2024
Q2 | $45.9M | Buy |
217,985
+1,427
| +0.7% | +$266K | 3.16% | 5 |
|
|
2024
Q1 | $37.1M | Buy |
216,558
+12,293
| +6% | +$2.24M | 2.58% | 6 |
|
|
2023
Q4 | $39.3M | Buy |
204,265
+3,624
| +2% | +$669K | 2.96% | 5 |
|
|
2023
Q3 | $34.4M | Sell |
200,641
-1,370
| -0.7% | -$251K | 2.84% | 6 |
|
|
2023
Q2 | $39.2M | Buy |
202,011
+3,938
| +2% | +$686K | 3% | 8 |
|
|
2023
Q1 | $32.7M | Sell |
198,073
-23,676
| -11% | -$3.49M | 2.57% | 8 |
|
|
2022
Q4 | $28.8M | Sell |
221,749
-9,940
| -4% | -$1.42M | 2.27% | 8 |
|
|
2022
Q3 | $32M | Sell |
231,689
-2,898
| -1% | -$455K | 2.67% | 7 |
|
|
2022
Q2 | $32.1M | Sell |
234,587
-295
| -0.1% | -$44.7K | 2.39% | 7 |
|
|
2022
Q1 | $41M | Buy |
234,882
+2,743
| +1% | +$461K | 2.64% | 6 |
|
|
2021
Q4 | $41.2M | Buy |
232,139
+6,366
| +3% | +$1.01M | 2.55% | 6 |
|
|
2021
Q3 | $31.9M | Sell |
225,773
-14,671
| -6% | -$2.16M | 2.04% | 8 |
|
|
2021
Q2 | $32.9M | Sell |
240,444
-5,103
| -2% | -$661K | 2.11% | 7 |
|
|
2021
Q1 | $30M | Sell |
245,547
-11,750
| -5% | -$1.51M | 2.23% | 5 |
|
|
2020
Q4 | $34.1M | Buy |
257,297
+2,237
| +0.9% | +$269K | 2.53% | 5 |
|
|
2020
Q3 | $29.5M | Sell |
255,060
-7,684
| -3% | -$838K | 2.51% | 5 |
|
|
2020
Q2 | $24M | Sell |
262,744
-1,288
| -0.5% | -$99.8K | 2.2% | 6 |
|
|
2020
Q1 | $16.8M | Sell |
264,032
-14,908
| -5% | -$1.1M | 1.84% | 9 |
|
|
2019
Q4 | $20.5M | Sell |
278,940
-11,156
| -4% | -$718K | 2% | 8 |
|
|
2019
Q3 | $16.2M | Buy |
290,096
+6,440
| +2% | +$337K | 1.71% | 10 |
|
|
2019
Q2 | $14M | Sell |
283,656
-4,568
| -2% | -$223K | 1.49% | 12 |
|
|
2019
Q1 | $13.7M | Buy |
288,224
+1,572
| +0.5% | +$66.7K | 1.58% | 11 |
|
|
2018
Q4 | $11.3M | Sell |
286,652
-2,928
| -1% | -$142K | 1.5% | 12 |
|
|
2018
Q3 | $16.3M | Buy |
289,580
+8,516
| +3% | +$443K | 1.9% | 8 |
|
|
2018
Q2 | $13M | Buy |
+281,064
| New | +$12.7M | 1.65% | 10 |
|
Other funds holding AAPL
VCM
VPM
Equitable Trust's AAPL Position: Q1 2026 in Review
Equitable Trust reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $853K and leaving 184,683 shares worth $46.9M. The position accounts for 2.16% of the portfolio, ranked #8.
Equitable Trust first reported a position in AAPL in Q2 2018 and has held it in 32 quarters since. The position peaked at $55.3M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Equitable Trust held 184,683 shares of Apple worth $46.9M as of Q1 2026.
- Equitable Trust sold 3,278 Apple shares in Q1 2026, an estimated $853K.
- Apple made up 2.16% of Equitable Trust's portfolio in Q1 2026, its #8 holding.
- Equitable Trust first reported a position in Apple in Q2 2018 and has held it in 32 quarters since.
- Equitable Trust's Apple position peaked at $55.3M in Q4 2024.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.