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AAPL icon

GenTrust’s Apple AAPL Stock Holding History

GenTrust’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 		– Sell
-31,800
Closed -$417K – 283
2025
Q4 		$417K Buy
+31,800
New +$8.54M 0.02% 181
2021
Q1 		– Sell
-121,087
Closed -$16.1M – 127
2020
Q4 		$16.1M Buy
+121,087
New +$14.6M 1.41% 21

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

GenTrust's AAPL Position: Q1 2026 in Review

GenTrust increased its Apple (AAPL) stake by 6% in Q1 2026, buying an estimated $2.66M and bringing the position to 179,782 shares worth $45.6M. The position accounts for 1.95% of the portfolio, ranked #14.

GenTrust first reported a position in AAPL in Q4 2016 and has held it in 37 quarters since. The position peaked at $46.1M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • GenTrust held 179,782 shares of Apple worth $45.6M as of Q1 2026.
  • GenTrust bought 10,232 Apple shares in Q1 2026, an estimated $2.66M.
  • Apple made up 1.95% of GenTrust's portfolio in Q1 2026, its #14 holding.
  • GenTrust first reported a position in Apple in Q4 2016 and has held it in 37 quarters since.
  • GenTrust's Apple position peaked at $46.1M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.