National Philanthropic Trust’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.8M Buy
92,556
+2,131
+2% +$610K 0.39% 36
2026
Q1
$22.9M Sell
90,425
-29,357
-25% -$7.64M 0.24% 37
2025
Q4
$32.6M Buy
119,782
+52,856
+79% +$14.2M 0.32% 33
2025
Q3
$17M Buy
66,926
+5,287
+9% +$1.19M 0.19% 43
2025
Q2
$12.6M Sell
61,639
-15,042
-20% -$3.04M 0.17% 46
2025
Q1
$17M Sell
76,681
-4,554
-6% -$1.06M 0.28% 34
2024
Q4
$20.3M Buy
81,235
+19,924
+32% +$4.7M 0.29% 31
2024
Q3
$14.3M Sell
61,311
-1,461
-2% -$326K 0.26% 40
2024
Q2
$13.2M Sell
62,772
-4,127
-6% -$770K 0.25% 42
2024
Q1
$11.5M Sell
66,899
-4,449
-6% -$809K 0.25% 46
2023
Q4
$13.7M Buy
+71,348
New +$13.2M 0.36% 40

Other funds holding AAPL

National Philanthropic Trust's AAPL Position: Q2 2026 in Review

National Philanthropic Trust increased its Apple (AAPL) stake by 2.4% in Q2 2026, buying an estimated $610K and bringing the position to 92,556 shares worth $26.8M. The position accounts for 0.39% of the portfolio, ranked #36.

National Philanthropic Trust first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.6M in Q4 2025. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • National Philanthropic Trust held 92,556 shares of Apple worth $26.8M as of Q2 2026.
  • National Philanthropic Trust bought 2,131 Apple shares in Q2 2026, an estimated $610K.
  • Apple made up 0.39% of National Philanthropic Trust's portfolio in Q2 2026, its #36 holding.
  • National Philanthropic Trust first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • National Philanthropic Trust's Apple position peaked at $32.6M in Q4 2025.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.