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Idaho Trust Bank’s Apple AAPL Stock Holding History

Idaho Trust Bank’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 		$1.27M Hold
4,406
– – 0.37% 47
2026
Q1 		$1.12M Sell
4,406
-856
-16% -$223K 0.36% 51
2025
Q4 		$1.43M Buy
5,262
+62
+1% +$16.6K 0.47% 42
2025
Q3 		$1.32M Sell
5,200
-157
-3% -$35.5K 0.45% 48
2025
Q2 		$1.1M Sell
5,357
-277
-5% -$55.9K 0.39% 55
2025
Q1 		$1.25M Buy
5,634
+3,701
+191% +$857K 0.51% 52
2024
Q4 		$484K Sell
1,933
-799
-29% -$188K 0.24% 52
2024
Q3 		$637K Hold
2,732
– – 0.31% 58
2024
Q2 		$575K Sell
2,732
-32,989
-92% -$6.15M 0.29% 59
2024
Q1 		$6.13M Buy
35,721
+32,577
+1,036% +$5.92M 5.91% 2
2023
Q4 		$605K Sell
3,144
-782
-20% -$144K 0.35% 54
2023
Q3 		$672K Buy
3,926
+1,681
+75% +$308K 0.44% 50
2023
Q2 		$435K Buy
+2,245
New +$391K 0.27% 58

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

Idaho Trust Bank's AAPL Position: Q2 2026 in Review

Idaho Trust Bank held its Apple (AAPL) position steady in Q2 2026 at 4,406 shares worth $1.27M. The position accounts for 0.37% of the portfolio, ranked #47.

Idaho Trust Bank first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.13M in Q1 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Idaho Trust Bank held 4,406 shares of Apple worth $1.27M as of Q2 2026.
  • Idaho Trust Bank left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.37% of Idaho Trust Bank's portfolio in Q2 2026, its #47 holding.
  • Idaho Trust Bank first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
  • Idaho Trust Bank's Apple position peaked at $6.13M in Q1 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.