TCV Trust & Wealth Management’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 | $46.1M | Sell |
159,199
-514
| -0.3% | -$147K | 3.49% | 7 |
|
|
2026
Q1 | $40.5M | Sell |
159,713
-5,292
| -3% | -$1.38M | 3.4% | 7 |
|
|
2025
Q4 | $44.9M | Buy |
165,005
+938
| +0.6% | +$252K | 3.62% | 6 |
|
|
2025
Q3 | $41.8M | Sell |
164,067
-877
| -0.5% | -$198K | 3.5% | 7 |
|
|
2025
Q2 | $33.8M | Sell |
164,944
-1,027
| -0.6% | -$207K | 2.96% | 7 |
|
|
2025
Q1 | $36.9M | Buy |
165,971
+1,036
| +0.6% | +$240K | 3.42% | 7 |
|
|
2024
Q4 | $41.3M | Buy |
164,935
+61
| +0% | +$14.4K | 3.82% | 5 |
|
|
2024
Q3 | $38.4M | Sell |
164,874
-3,854
| -2% | -$861K | 3.44% | 7 |
|
|
2024
Q2 | $35.5M | Buy |
168,728
+125
| +0.1% | +$23.3K | 3.39% | 7 |
|
|
2024
Q1 | $28.9M | Sell |
168,603
-3,499
| -2% | -$636K | 2.77% | 7 |
|
|
2023
Q4 | $33.1M | Sell |
172,102
-2,780
| -2% | -$513K | 3.34% | 6 |
|
|
2023
Q3 | $29.9M | Sell |
174,882
-23
| -0% | -$4.22K | 3.3% | 6 |
|
|
2023
Q2 | $33.9M | Sell |
174,905
-5,212
| -3% | -$908K | 3.61% | 4 |
|
|
2023
Q1 | $29.7M | Sell |
180,117
-2,927
| -2% | -$432K | 3.3% | 6 |
|
|
2022
Q4 | $23.8M | Sell |
183,044
-2,879
| -2% | -$411K | 2.7% | 7 |
|
|
2022
Q3 | $25.7M | Sell |
185,923
-1,886
| -1% | -$296K | 3.27% | 4 |
|
|
2022
Q2 | $25.7M | Sell |
187,809
-5,580
| -3% | -$845K | 3.08% | 4 |
|
|
2022
Q1 | $33.8M | Sell |
193,389
-9,779
| -5% | -$1.64M | 3.6% | 4 |
|
|
2021
Q4 | $36.1M | Buy |
203,168
+2,317
| +1% | +$366K | 3.6% | 4 |
|
|
2021
Q3 | $28.4M | Sell |
200,851
-3,512
| -2% | -$517K | 3.15% | 4 |
|
|
2021
Q2 | $27.9M | Sell |
204,363
-171
| -0.1% | -$22.2K | 3.04% | 4 |
|
|
2021
Q1 | $25M | Buy |
204,534
+1,907
| +0.9% | +$245K | 2.89% | 4 |
|
|
2020
Q4 | $26.9M | Sell |
202,627
-666
| -0.3% | -$80.1K | 3.26% | 4 |
|
|
2020
Q3 | $23.5M | Sell |
203,293
-10,135
| -5% | -$1.11M | 3.17% | 4 |
|
|
2020
Q2 | $19.5M | Sell |
213,428
-15,412
| -7% | -$1.19M | 2.76% | 4 |
|
|
2020
Q1 | $14.5M | Sell |
228,840
-16,160
| -7% | -$1.19M | 2.39% | 5 |
|
|
2019
Q4 | $18M | Sell |
245,000
-2,848
| -1% | -$183K | 2.18% | 6 |
|
|
2019
Q3 | $13.9M | Sell |
247,848
-1,908
| -0.8% | -$99.8K | 1.8% | 14 |
|
|
2019
Q2 | $12.4M | Sell |
249,756
-3,408
| -1% | -$166K | 1.6% | 22 |
|
|
2019
Q1 | $12M | Sell |
253,164
-90,972
| -26% | -$3.86M | 1.59% | 22 |
|
|
2018
Q4 | $13.6M | Sell |
344,136
-3,872
| -1% | -$188K | 1.99% | 11 |
|
|
2018
Q3 | $19.6M | Sell |
348,008
-5,700
| -2% | -$297K | 2.62% | 5 |
|
|
2018
Q2 | $16.4M | Sell |
353,708
-25,068
| -7% | -$1.14M | 2.29% | 8 |
|
|
2018
Q1 | $15.9M | Sell |
378,776
-7,380
| -2% | -$318K | 2.28% | 8 |
|
|
2017
Q4 | $16.3M | Buy |
386,156
+20,532
| +6% | +$858K | 2.28% | 8 |
|
|
2017
Q3 | $14.1M | Sell |
365,624
-1,364
| -0.4% | -$52.9K | 2.09% | 8 |
|
|
2017
Q2 | $13.2M | Buy |
366,988
+8,844
| +2% | +$327K | 2% | 10 |
|
|
2017
Q1 | $12.9M | Sell |
358,144
-880
| -0.2% | -$29K | 1.97% | 9 |
|
|
2016
Q4 | $10.4M | Buy |
359,024
+788
| +0.2% | +$22.3K | 1.68% | 16 |
|
|
2016
Q3 | $10.1M | Buy |
358,236
+6,888
| +2% | +$182K | 1.71% | 14 |
|
|
2016
Q2 | $8.4M | Buy |
351,348
+28,584
| +9% | +$710K | 1.46% | 20 |
|
|
2016
Q1 | $8.79M | Buy |
322,764
+57,988
| +22% | +$1.44M | 1.58% | 19 |
|
|
2015
Q4 | $6.97M | Buy |
264,776
+25,452
| +11% | +$727K | 1.24% | 25 |
|
|
2015
Q3 | $6.6M | Buy |
239,324
+32,124
| +16% | +$942K | 1.19% | 27 |
|
|
2015
Q2 | $6.5M | Buy |
207,200
+32,252
| +18% | +$1.03M | 1.07% | 31 |
|
|
2015
Q1 | $5.44M | Buy |
174,948
+77,704
| +80% | +$2.35M | 0.88% | 37 |
|
|
2014
Q4 | $2.68M | Buy |
97,244
+1,160
| +1% | +$31.6K | 0.44% | 67 |
|
|
2014
Q3 | $2.42M | Buy |
96,084
+840
| +0.9% | +$20.6K | 0.41% | 72 |
|
|
2014
Q2 | $2.21M | Sell |
95,244
-180
| -0.2% | -$3.83K | 0.36% | 75 |
|
|
2014
Q1 | $1.83M | Buy |
95,424
+1,680
| +2% | +$32K | 0.31% | 84 |
|
|
2013
Q4 | $1.88M | Sell |
93,744
-7,700
| -8% | -$145K | 0.32% | 80 |
|
|
2013
Q3 | $1.73M | Sell |
101,444
-308
| -0.3% | -$5.11K | 0.34% | 80 |
|
|
2013
Q2 | $1.44M | Buy |
+101,752
| New | +$1.57M | 0.29% | 84 |
|
Other funds holding AAPL
TCV Trust & Wealth Management's AAPL Position: Q2 2026 in Review
TCV Trust & Wealth Management reduced its Apple (AAPL) stake by 0.32% in Q2 2026, selling an estimated $147K and leaving 159,199 shares worth $46.1M. The position accounts for 3.49% of the portfolio, ranked #7.
TCV Trust & Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- TCV Trust & Wealth Management held 159,199 shares of Apple worth $46.1M as of Q2 2026.
- TCV Trust & Wealth Management sold 514 Apple shares in Q2 2026, an estimated $147K.
- Apple made up 3.49% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #7 holding.
- TCV Trust & Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.