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Three Cord True Wealth Management’s Apple AAPL Stock Holding History

Three Cord True Wealth 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 		$817K Buy
2,823
+40
+1% +$11.4K 0.39% 17
2026
Q1 		$706K Buy
2,783
+82
+3% +$21.3K 0.39% 19
2025
Q4 		$734K Buy
2,701
+90
+3% +$24.2K 0.43% 18
2025
Q3 		$665K Sell
2,611
-71
-3% -$16K 0.45% 16
2025
Q2 		$550K Sell
2,682
-47
-2% -$9.49K 0.41% 18
2025
Q1 		$606K Buy
2,729
+85
+3% +$19.7K 0.52% 15
2024
Q4 		$662K Buy
+2,644
New +$623K 0.57% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Three Cord True Wealth Management's AAPL Position: Q2 2026 in Review

Three Cord True Wealth Management increased its Apple (AAPL) stake by 1.4% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,823 shares worth $817K. The position accounts for 0.39% of the portfolio, ranked #17.

Three Cord True Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Three Cord True Wealth Management held 2,823 shares of Apple worth $817K as of Q2 2026.
  • Three Cord True Wealth Management bought 40 Apple shares in Q2 2026, an estimated $11.4K.
  • Apple made up 0.39% of Three Cord True Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Three Cord True Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Three Cord True Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.