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United Southern Bank - Trust Department’s Apple AAPL Stock Holding History

United Southern Bank - Trust Department’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 		$4.92M Buy
+14,772
New +$4.74M 3.55% 3

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

United Southern Bank - Trust Department's AAPL Position: Q3 2026 in Review

United Southern Bank - Trust Department opened a new position in Apple (AAPL) in Q3 2026: 14,772 shares worth $4.92M. The stake represents 3.55% of the portfolio and ranks #3 among its holdings.

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

  • United Southern Bank - Trust Department held 14,772 shares of Apple worth $4.92M as of Q3 2026.
  • Apple was a new United Southern Bank - Trust Department position in Q3 2026.
  • Apple made up 3.55% of United Southern Bank - Trust Department's portfolio in Q3 2026, its #3 holding.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on United Southern Bank - Trust Department's 13F filing for Q3 2026, filed 13 Nov 2026.