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Trademark Financial Management’s Apple AAPL Stock Holding History

Trademark 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 		$707K Hold
2,442
– – 0.29% 58
2026
Q1 		$620K Sell
2,442
-19
-0.8% -$4.95K 0.3% 56
2025
Q4 		$669K Sell
2,461
-77
-3% -$20.7K 0.37% 49
2025
Q3 		$646K Sell
2,538
-63
-2% -$14.2K 0.38% 49
2025
Q2 		$534K Buy
2,601
+785
+43% +$159K 0.33% 54
2025
Q1 		$403K Sell
1,816
-270
-13% -$62.6K 0.31% 57
2024
Q4 		$522K Sell
2,086
-58
-3% -$13.7K 0.41% 48
2024
Q3 		$500K Sell
2,144
-142
-6% -$31.7K 0.4% 52
2024
Q2 		$481K Sell
2,286
-42
-2% -$7.83K 0.39% 57
2024
Q1 		$399K Sell
2,328
-8,712
-79% -$1.58M 0.33% 60
2023
Q4 		$2.13M Buy
+11,040
New +$2.04M 1.56% 15

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Trademark Financial Management held its Apple (AAPL) position steady in Q2 2026 at 2,442 shares worth $707K. The position accounts for 0.29% of the portfolio, ranked #58.

Trademark Financial Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2023. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trademark Financial Management held 2,442 shares of Apple worth $707K as of Q2 2026.
  • Trademark Financial Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.29% of Trademark Financial Management's portfolio in Q2 2026, its #58 holding.
  • Trademark Financial Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Trademark Financial Management's Apple position peaked at $2.13M in Q4 2023.
  • 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.