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TFC Financial Management’s Apple AAPL Stock Holding History

TFC Financial Management’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 		$12.1M Sell
41,897
-1,261
-3% -$361K 1.34% 12
2026
Q1 		$11M Sell
43,158
-2,919
-6% -$760K 1.35% 11
2025
Q4 		$12.5M Sell
46,077
-5,606
-11% -$1.5M 1.57% 9
2025
Q3 		$13.2M Buy
51,683
+4,202
+9% +$949K 1.69% 9
2025
Q2 		$9.74M Sell
47,481
-104
-0.2% -$21K 1.33% 9
2025
Q1 		$10.6M Sell
47,585
-7,150
-13% -$1.66M 1.62% 8
2024
Q4 		$13.7M Buy
54,735
+1,705
+3% +$402K 2.17% 8
2024
Q3 		$12.4M Buy
53,030
+120
+0.2% +$26.8K 1.95% 8
2024
Q2 		$11.1M Buy
52,910
+377
+0.7% +$70.3K 1.95% 9
2024
Q1 		$9.01M Buy
52,533
+612
+1% +$111K 1.6% 9
2023
Q4 		$10M Sell
51,921
-480
-0.9% -$88.6K 2.02% 9
2023
Q3 		$8.97M Buy
52,401
+586
+1% +$107K 2.14% 8
2023
Q2 		$10.1M Sell
51,815
-2
-0% -$349 2.47% 6
2023
Q1 		$8.54M Buy
51,817
+2,007
+4% +$296K 2.21% 7
2022
Q4 		$6.47M Sell
49,810
-642
-1% -$91.7K 1.87% 8
2022
Q3 		$6.97M Buy
50,452
+732
+1% +$115K 2.21% 7
2022
Q2 		$6.8M Sell
49,720
-123
-0.2% -$18.6K 2.03% 8
2022
Q1 		$8.7M Buy
49,843
+48
+0.1% +$8.07K 2.48% 6
2021
Q4 		$8.84M Buy
49,795
+1,970
+4% +$311K 2.68% 5
2021
Q3 		$6.77M Sell
47,825
-387
-0.8% -$57K 2.24% 5
2021
Q2 		$6.6M Sell
48,212
-585
-1% -$75.8K 2.26% 5
2021
Q1 		$5.96M Sell
48,797
-2,183
-4% -$280K 2.36% 4
2020
Q4 		$6.76M Sell
50,980
-437
-0.8% -$52.6K 2.86% 4
2020
Q3 		$5.96M Buy
+51,417
New +$5.61M 2.95% 4

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TFC Financial Management's AAPL Position: Q2 2026 in Review

TFC Financial Management reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $361K and leaving 41,897 shares worth $12.1M. The position accounts for 1.34% of the portfolio, ranked #12.

TFC Financial Management first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q4 2024. 3,313 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TFC Financial Management held 41,897 shares of Apple worth $12.1M as of Q2 2026.
  • TFC Financial Management sold 1,261 Apple shares in Q2 2026, an estimated $361K.
  • Apple made up 1.34% of TFC Financial Management's portfolio in Q2 2026, its #12 holding.
  • TFC Financial Management first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Apple position peaked at $13.7M in Q4 2024.
  • 3,313 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.