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Timothy G. Youngquist 2020 Irrevocable Trust’s Apple AAPL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-11,274
Closed -$3.22M – 117
2026
Q1 		$2.86M Buy
+11,274
New +$2.93M 1.23% 19

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's AAPL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Apple (AAPL) in Q2 2026, closing a stake of 11,274 shares — an estimated $3.22M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in AAPL in Q1 2026 and held it in 1 quarter. The position peaked at $2.86M in Q1 2026. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 11,274 Apple shares in Q2 2026, an estimated $3.22M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Apple in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Apple position peaked at $2.86M in Q1 2026.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.