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TrueNorth Wealth & Impact, LLC’s Apple AAPL Stock Holding History

TrueNorth Wealth & Impact, LLC’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
Q3 		$7.96M Buy
+23,896
New +$7.68M 3.03% 9

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's AAPL Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Apple (AAPL) in Q3 2026: 23,896 shares worth $7.96M. The stake represents 3.03% of the portfolio and ranks #9 among its holdings.

5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 23,896 shares of Apple worth $7.96M as of Q3 2026.
  • Apple was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Apple made up 3.03% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #9 holding.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.