Terril Brothers’s Apple AAPL Stock Holding History

Terril Brothers’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	$43.9M	Hold	151,666	–	–	11.32%	2
2026 Q1	$38.5M	Buy	151,666 +546	+0.4%	+$142K	10.52%	2
2025 Q4	$41.1M	Sell	151,120 -963	-0.6%	-$259K	10.77%	2
2025 Q3	$38.7M	Hold	152,083	–	–	11.73%	2
2025 Q2	$31.2M	Sell	152,083 -10	-0%	-$2.02K	11.75%	2
2025 Q1	$33.8M	Hold	152,093	–	–	12.54%	2
2024 Q4	$38.1M	Buy	152,093 +82	+0.1%	+$19.3K	10.88%	1
2024 Q3	$35.4M	Hold	152,011	–	–	11.72%	2
2024 Q2	$32M	Buy	152,011 +1	+0%	+$186	11.49%	2
2024 Q1	$26.1M	Sell	152,010 -18	-0%	-$3.27K	8.97%	2
2023 Q4	$29.3M	Buy	152,028 +771	+0.5%	+$142K	10.37%	1
2023 Q3	$25.9M	Buy	151,257 +499	+0.3%	+$91.5K	12.55%	1
2023 Q2	$29.3M	Hold	150,758	–	–	12.91%	1
2023 Q1	$24.9M	Sell	150,758 -100	-0.1%	-$14.8K	11.68%	1
2022 Q4	$19.6M	Sell	150,858 -45	-0%	-$6.43K	9.6%	1
2022 Q3	$20.9M	Hold	150,903	–	–	6.31%	3
2022 Q2	$20.6M	Sell	150,903 -482	-0.3%	-$73K	6.94%	4
2022 Q1	$26.4M	Sell	151,385 -1,833	-1%	-$308K	5.4%	7
2021 Q4	$27.2M	Hold	153,218	–	–	5.98%	4
2021 Q3	$21.7M	Hold	153,218	–	–	5.36%	6
2021 Q2	$21M	Sell	153,218 -100	-0.1%	-$13K	4.92%	7
2021 Q1	$18.8M	Hold	153,318	–	–	4.77%	9
2020 Q4	$20.3M	Sell	153,318 -350	-0.2%	-$42.1K	5.39%	8
2020 Q3	$17.8M	Buy	153,668 +1,000	+0.7%	+$109K	5.46%	6
2020 Q2	$13.9M	Hold	152,668	–	–	4.58%	9
2020 Q1	$9.71M	Hold	152,668	–	–	4.21%	10
2019 Q4	$11.2M	Hold	152,668	–	–	3.95%	10
2019 Q3	$8.55M	Hold	152,668	–	–	2.88%	15
2019 Q2	$7.55M	Buy	152,668 +100	+0.1%	+$4.87K	2.41%	18
2019 Q1	$7.25M	Hold	152,568	–	–	2.29%	18
2018 Q4	$6.02M	Buy	152,568 +1,480	+1%	+$71.8K	2.16%	19
2018 Q3	$8.53M	Buy	151,088 +100	+0.1%	+$5.21K	2.63%	14
2018 Q2	$6.99M	Buy	150,988 +280	+0.2%	+$12.7K	2.15%	18
2018 Q1	$6.32M	Buy	150,708 +200	+0.1%	+$8.61K	1.92%	18
2017 Q4	$6.37M	Hold	150,508	–	–	1.96%	18
2017 Q3	$5.8M	Hold	150,508	–	–	1.86%	17
2017 Q2	$5.42M	Sell	150,508 -10,772	-7%	-$398K	1.93%	17
2017 Q1	$5.79M	Buy	161,280 +424	+0.3%	+$14K	2.05%	17
2016 Q4	$4.66M	Hold	160,856	–	–	1.62%	19
2016 Q3	$4.55M	Hold	160,856	–	–	2.4%	12
2016 Q2	$3.85M	Buy	160,856 +800	+0.5%	+$19.9K	1.7%	16
2016 Q1	$4.36M	Sell	160,056 -980	-0.6%	-$24.4K	2.35%	13
2015 Q4	$4.3M	Sell	161,036 -3,000	-2%	-$85.7K	1.8%	17
2015 Q3	$4.52M	Buy	164,036 +344	+0.2%	+$10.1K	1.46%	19
2015 Q2	$5.12M	Hold	163,692	–	–	1.58%	19
2015 Q1	$5.17M	Buy	163,692 +2,480	+2%	+$74.9K	1.68%	16
2014 Q4	$4.45M	Buy	161,212 +532	+0.3%	+$14.5K	1.39%	19
2014 Q3	$4.32M	Buy	+160,680	New	+$3.94M	1.49%	18

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Terril Brothers's AAPL Position: Q2 2026 in Review

Terril Brothers held its Apple (AAPL) position steady in Q2 2026 at 151,666 shares worth $43.9M. The position accounts for 11.32% of the portfolio, ranked #2.

Terril Brothers first reported a position in AAPL in Q3 2014 and has held it in 48 quarters since. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Terril Brothers held 151,666 shares of Apple worth $43.9M as of Q2 2026.
Terril Brothers left its Apple share count unchanged in Q2 2026.
Apple made up 11.32% of Terril Brothers's portfolio in Q2 2026, its #2 holding.
Terril Brothers first reported a position in Apple in Q3 2014 and has held it in 48 quarters since.
6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Terril Brothers's 13F filing for Q2 2026, filed 24 Jul 2026.