Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$139M Sell
549,400
-11,340
-2% -$2.95M 4.75% 1
2025
Q4
$152M Sell
560,740
-909
-0.2% -$244K 5.08% 1
2025
Q3
$143M Sell
561,649
-10,521
-2% -$2.38M 4.9% 1
2025
Q2
$117M Sell
572,170
-7,481
-1% -$1.51M 4.39% 1
2025
Q1
$129M Sell
579,651
-15,972
-3% -$3.7M 5.19% 1
2024
Q4
$149M Buy
595,623
+4,516
+0.8% +$1.06M 5.6% 1
2024
Q3
$138M Sell
591,107
-6,317
-1% -$1.41M 5.32% 1
2024
Q2
$126M Sell
597,424
-21,655
-3% -$4.04M 5.18% 1
2024
Q1
$106M Sell
619,079
-1,502
-0.2% -$273K 4.31% 3
2023
Q4
$119M Sell
620,581
-38,795
-6% -$7.16M 5.25% 1
2023
Q3
$113M Buy
659,376
+643
+0.1% +$118K 5.39% 1
2023
Q2
$128M Sell
658,733
-1,714
-0.3% -$299K 5.92% 1
2023
Q1
$8.91M Buy
660,447
+49,449
+8% +$7.3M 0.47% 66
2022
Q4
$79.4M Buy
610,998
+17,683
+3% +$2.53M 4.2% 1
2022
Q3
$82M Buy
593,315
+50,152
+9% +$7.87M 4.78% 1
2022
Q2
$74.3M Buy
543,163
+22,991
+4% +$3.48M 4.18% 1
2022
Q1
$90.8M Buy
520,172
+55,726
+12% +$9.37M 4.71% 1
2021
Q4
$82.5M Buy
464,446
+7,381
+2% +$1.17M 4.33% 1
2021
Q3
$64.7M Buy
457,065
+14,879
+3% +$2.19M 3.86% 3
2021
Q2
$60.6M Sell
442,186
-3,055
-0.7% -$396K 3.68% 3
2021
Q1
$54.4M Sell
445,241
-17,674
-4% -$2.27M 3.56% 3
2020
Q4
$61.4M Buy
462,915
+3,348
+0.7% +$403K 4.24% 2
2020
Q3
$53.2M Sell
459,567
-10,177
-2% -$1.11M 4.14% 2
2020
Q2
$42.8M Sell
469,744
-5,540
-1% -$429K 3.62% 3
2020
Q1
$30.2M Sell
475,284
-54,480
-10% -$4.01M 3.02% 4
2019
Q4
$38.9M Sell
529,764
-43,584
-8% -$2.8M 3.16% 3
2019
Q3
$32.1M Buy
573,348
+12,416
+2% +$649K 2.88% 4
2019
Q2
$27.8M Buy
560,932
+3,552
+0.6% +$173K 2.59% 3
2019
Q1
$26.5M Buy
557,380
+67,536
+14% +$2.86M 2.65% 3
2018
Q4
$19.3M Buy
489,844
+17,840
+4% +$865K 2.15% 5
2018
Q3
$26.6M Buy
472,004
+10,544
+2% +$549K 2.71% 4
2018
Q2
$21.4M Buy
461,460
+3,628
+0.8% +$165K 2.35% 4
2018
Q1
$19.2M Sell
457,832
-83,332
-15% -$3.59M 2.19% 5
2017
Q4
$22.9M Sell
541,164
-9,092
-2% -$380K 2.52% 4
2017
Q3
$21.2M Buy
550,256
+2,060
+0.4% +$79.9K 2.46% 4
2017
Q2
$19.7M Buy
548,196
+7,528
+1% +$278K 2.41% 4
2017
Q1
$19.4M Sell
540,668
-66,524
-11% -$2.19M 2.52% 6
2016
Q4
$17.6M Sell
607,192
-3,476
-0.6% -$98.5K 2.48% 4
2016
Q3
$17.3M Sell
610,668
-20,948
-3% -$554K 2.6% 3
2016
Q2
$15.1M Buy
631,616
+29,500
+5% +$733K 2.32% 3
2016
Q1
$16.4M Buy
602,116
+1,028
+0.2% +$25.6K 2.51% 3
2015
Q4
$15.8M Buy
601,088
+23,424
+4% +$669K 2.5% 3
2015
Q3
$15.9M Buy
577,664
+32,004
+6% +$939K 2.73% 3
2015
Q2
$17.1M Buy
545,660
+44,024
+9% +$1.41M 2.75% 3
2015
Q1
$15.6M Buy
501,636
+51,052
+11% +$1.54M 2.67% 3
2014
Q4
$12.4M Buy
450,584
+25,504
+6% +$694K 2.22% 3
2014
Q3
$10.7M Buy
425,080
+24,068
+6% +$591K 2.03% 3
2014
Q2
$9.32M Buy
401,012
+54,764
+16% +$1.17M 1.8% 5
2014
Q1
$6.64M Sell
346,248
-6,832
-2% -$130K 1.19% 14
2013
Q4
$7.08M Buy
353,080
+9,436
+3% +$178K 1.29% 13
2013
Q3
$5.85M Sell
343,644
-2,324
-0.7% -$38.5K 1.15% 17
2013
Q2
$4.9M Buy
+345,968
New +$5.32M 1% 23

Other funds holding AAPL

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

First National Trust reduced its Apple (AAPL) stake by 2% in Q1 2026, selling an estimated $2.95M and leaving 549,400 shares worth $139M. The position accounts for 4.75% of the portfolio, ranked #1.

First National Trust first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $152M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • First National Trust held 549,400 shares of Apple worth $139M as of Q1 2026.
  • First National Trust sold 11,340 Apple shares in Q1 2026, an estimated $2.95M.
  • Apple made up 4.75% of First National Trust's portfolio in Q1 2026, its #1 holding.
  • First National Trust first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • First National Trust's Apple position peaked at $152M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.