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Trail Ridge Investment Advisors’s Apple AAPL Stock Holding History

Trail Ridge Investment Advisors’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 		$13.8M Buy
54,494
+413
+0.8% +$107K 6.01% 4
2025
Q4 		$14.7M Buy
54,081
+687
+1% +$184K 6.32% 4
2025
Q3 		$13.6M Buy
53,394
+323
+0.6% +$73K 6.1% 4
2025
Q2 		$11M Sell
53,071
-565
-1% -$114K 5.3% 5
2025
Q1 		$11.9M Sell
53,636
-3,739
-7% -$866K 6.14% 4
2024
Q4 		$14.4M Buy
57,375
+453
+0.8% +$107K 6.83% 2
2024
Q3 		$13.1M Sell
56,922
-266
-0.5% -$59.4K 6.26% 4
2024
Q2 		$12M Buy
57,188
+1,076
+2% +$201K 6.23% 3
2024
Q1 		$9.62M Sell
56,112
-1,331
-2% -$242K 5.44% 5
2023
Q4 		$11.1M Sell
57,443
-287
-0.5% -$53K 6.78% 2
2023
Q3 		$9.88M Sell
57,730
-222
-0.4% -$40.7K 6.72% 2
2023
Q2 		$11.2M Sell
57,952
-1,823
-3% -$318K 6.94% 2
2023
Q1 		$9.86M Buy
59,775
+1,883
+3% +$278K 6.43% 3
2022
Q4 		$7.52M Buy
57,892
+171
+0.3% +$24.4K 5.18% 3
2022
Q3 		$8.64M Sell
57,721
-842
-1% -$132K 5.71% 2
2022
Q2 		$8.01M Sell
58,563
-185
-0.3% -$28K 5.43% 2
2022
Q1 		$10.3M Sell
58,748
-2,928
-5% -$492K 6.3% 2
2021
Q4 		$11M Buy
+61,676
New +$9.75M 6.58% 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

Trail Ridge Investment Advisors's AAPL Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its Apple (AAPL) stake by 0.76% in Q1 2026, buying an estimated $107K and bringing the position to 54,494 shares worth $13.8M. The position accounts for 6.01% of the portfolio, ranked #4.

Trail Ridge Investment Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Trail Ridge Investment Advisors held 54,494 shares of Apple worth $13.8M as of Q1 2026.
  • Trail Ridge Investment Advisors bought 413 Apple shares in Q1 2026, an estimated $107K.
  • Apple made up 6.01% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Trail Ridge Investment Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's Apple position peaked at $14.7M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.