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Tilia Fiduciary Partners’s Apple AAPL Stock Holding History

Tilia Fiduciary Partners’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
Q1 		$7.67M Buy
30,233
+106
+0.4% +$27.6K 4.22% 2
2025
Q4 		$8.19M Buy
30,127
+255
+0.9% +$68.5K 4.52% 2
2025
Q3 		$7.61M Sell
29,872
-2,283
-7% -$516K 4.4% 2
2025
Q2 		$6.6M Sell
32,155
-1,322
-4% -$267K 4.03% 1
2025
Q1 		$7.44M Buy
33,477
+919
+3% +$213K 4.96% 1
2024
Q4 		$8.15M Sell
32,558
-258
-0.8% -$60.8K 5.56% 1
2024
Q3 		$7.65M Buy
32,816
+1,656
+5% +$370K 5.3% 1
2024
Q2 		$6.56M Buy
31,160
+866
+3% +$161K 5.13% 1
2024
Q1 		$5.19M Sell
30,294
-2,602
-8% -$473K 4.21% 1
2023
Q4 		$6.33M Sell
32,896
-245
-0.7% -$45.2K 5.89% 1
2023
Q3 		$5.67M Buy
33,141
+84
+0.3% +$15.4K 5.91% 1
2023
Q2 		$6.41M Buy
33,057
+1,304
+4% +$227K 5.73% 1
2023
Q1 		$5.24M Sell
31,753
-12
-0% -$1.77K 4.99% 1
2022
Q4 		$4.13M Buy
31,765
+100
+0.3% +$14.3K 3.97% 1
2022
Q3 		$4.4M Buy
31,665
+4
+0% +$628 4.45% 1
2022
Q2 		$4.62M Buy
31,661
+4,204
+15% +$637K 4.41% 1
2022
Q1 		$4.79M Sell
27,457
-233
-0.8% -$39.2K 4.07% 1
2021
Q4 		$4.92M Buy
+27,690
New +$4.38M 3.95% 2

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tilia Fiduciary Partners's AAPL Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Apple (AAPL) stake by 0.35% in Q1 2026, buying an estimated $27.6K and bringing the position to 30,233 shares worth $7.67M. The position accounts for 4.22% of the portfolio, ranked #2.

Tilia Fiduciary Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.19M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tilia Fiduciary Partners held 30,233 shares of Apple worth $7.67M as of Q1 2026.
  • Tilia Fiduciary Partners bought 106 Apple shares in Q1 2026, an estimated $27.6K.
  • Apple made up 4.22% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #2 holding.
  • Tilia Fiduciary Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Apple position peaked at $8.19M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.