Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$80.7M Sell
317,966
-15,473
-5% -$4.03M 5.43% 1
2025
Q4
$90.7M Buy
333,439
+31,721
+11% +$8.52M 6.23% 1
2025
Q3
$76.8M Buy
301,718
+18,969
+7% +$4.29M 5.58% 1
2025
Q2
$58M Sell
282,749
-23,781
-8% -$4.8M 4.63% 2
2025
Q1
$68.1M Buy
306,530
+45,631
+17% +$10.6M 6.26% 1
2024
Q4
$65.3M Buy
260,899
+18,517
+8% +$4.36M 6.52% 1
2024
Q3
$56.5M Buy
242,382
+10,148
+4% +$2.27M 5.6% 1
2024
Q2
$48.9M Buy
232,234
+29,720
+15% +$5.54M 4.9% 1
2024
Q1
$34.7M Buy
202,514
+3,735
+2% +$679K 3.64% 2
2023
Q4
$38.3M Sell
198,779
-3,416
-2% -$631K 4.74% 2
2023
Q3
$34.6M Sell
202,195
-9
-0% -$1.65K 4.9% 1
2023
Q2
$39.2M Buy
202,204
+335
+0.2% +$58.4K 5.4% 1
2023
Q1
$33.3M Buy
201,869
+1,172
+0.6% +$173K 4.94% 1
2022
Q4
$26.1M Buy
200,697
+6,653
+3% +$951K 4.04% 1
2022
Q3
$26.8M Sell
194,044
-1,864
-1% -$293K 4.5% 1
2022
Q2
$26.8M Sell
195,908
-21,319
-10% -$3.23M 4.24% 1
2022
Q1
$37.9M Buy
217,227
+8,267
+4% +$1.39M 5.23% 1
2021
Q4
$37.1M Buy
208,960
+4,293
+2% +$678K 5.07% 1
2021
Q3
$29M Buy
204,667
+7,398
+4% +$1.09M 4.37% 1
2021
Q2
$27M Sell
197,269
-9,597
-5% -$1.24M 4.24% 1
2021
Q1
$25.3M Sell
206,866
-15,735
-7% -$2.02M 3.99% 2
2020
Q4
$29.5M Sell
222,601
-22,978
-9% -$2.76M 4.92% 1
2020
Q3
$28.4M Sell
245,579
-30,009
-11% -$3.27M 5.1% 2
2020
Q2
$25.1M Buy
275,588
+18,252
+7% +$1.41M 4.93% 3
2020
Q1
$16.4M Buy
257,336
+10,832
+4% +$797K 4% 5
2019
Q4
$18.1M Sell
246,504
-7,280
-3% -$468K 3.46% 5
2019
Q3
$14.2M Buy
253,784
+112
+0% +$5.86K 2.85% 5
2019
Q2
$12.6M Buy
253,672
+8,088
+3% +$394K 2.61% 6
2019
Q1
$11.7M Buy
245,584
+2,548
+1% +$108K 2.57% 7
2018
Q4
$9.58M Sell
243,036
-32,464
-12% -$1.57M 2.41% 8
2018
Q3
$15.5M Buy
275,500
+5,096
+2% +$265K 3.47% 4
2018
Q2
$12.5M Buy
270,404
+47,804
+21% +$2.17M 2.94% 5
2018
Q1
$9.34M Buy
222,600
+8,904
+4% +$383K 2.27% 9
2017
Q4
$9.04M Sell
213,696
-35,500
-14% -$1.48M 2.23% 8
2017
Q3
$9.6M Sell
249,196
-24
-0% -$931 2.51% 6
2017
Q2
$8.97M Sell
249,220
-36,176
-13% -$1.34M 2.5% 7
2017
Q1
$10.3M Sell
285,396
-9,184
-3% -$302K 3.13% 4
2016
Q4
$8.53M Sell
294,580
-8,924
-3% -$253K 2.64% 4
2016
Q3
$8.58M Sell
303,504
-9,972
-3% -$264K 2.68% 5
2016
Q2
$7.49M Sell
313,476
-12,044
-4% -$299K 2.64% 4
2016
Q1
$8.87M Buy
325,520
+7,084
+2% +$176K 3.11% 1
2015
Q4
$8.38M Sell
318,436
-30,088
-9% -$860K 3.09% 2
2015
Q3
$9.61M Sell
348,524
-1,928
-0.6% -$56.5K 3.71% 1
2015
Q2
$11M Sell
350,452
-49,260
-12% -$1.58M 4.07% 1
2015
Q1
$12.4M Sell
399,712
-35,568
-8% -$1.07M 4.43% 1
2014
Q4
$12M Sell
435,280
-44,964
-9% -$1.22M 4.45% 1
2014
Q3
$12.1M Sell
480,244
-72,860
-13% -$1.79M 4.49% 1
2014
Q2
$12.8M Buy
553,104
+2,960
+0.5% +$63K 4.88% 1
2014
Q1
$10.5M Sell
550,144
-71,736
-12% -$1.36M 3.94% 1
2013
Q4
$12.5M Sell
621,880
-4,760
-0.8% -$89.9K 4.21% 1
2013
Q3
$10.7M Buy
626,640
+12,768
+2% +$212K 3.84% 1
2013
Q2
$8.69M Buy
+613,872
New +$9.44M 3.26% 1

Other funds holding AAPL

First American Trust's AAPL Position: Q1 2026 in Review

First American Trust reduced its Apple (AAPL) stake by 4.6% in Q1 2026, selling an estimated $4.03M and leaving 317,966 shares worth $80.7M. The position accounts for 5.43% of the portfolio, ranked #1.

First American Trust first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $90.7M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • First American Trust held 317,966 shares of Apple worth $80.7M as of Q1 2026.
  • First American Trust sold 15,473 Apple shares in Q1 2026, an estimated $4.03M.
  • Apple made up 5.43% of First American Trust's portfolio in Q1 2026, its #1 holding.
  • First American Trust first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • First American Trust's Apple position peaked at $90.7M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.