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Trailhead Planners’s Apple AAPL Stock Holding History

Trailhead Planners’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 		$1.44M Sell
4,977
-1,733
-26% -$496K 1.39% 20
2026
Q1 		$1.7M Sell
6,710
-241
-3% -$62.7K 1.63% 20
2025
Q4 		$1.89M Buy
+6,951
New +$1.87M 1.86% 18

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 $3.38T AUM 44.17% 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

Trailhead Planners's AAPL Position: Q2 2026 in Review

Trailhead Planners reduced its Apple (AAPL) stake by 26% in Q2 2026, selling an estimated $496K and leaving 4,977 shares worth $1.44M. The position accounts for 1.39% of the portfolio, ranked #20.

Trailhead Planners first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.89M in Q4 2025. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trailhead Planners held 4,977 shares of Apple worth $1.44M as of Q2 2026.
  • Trailhead Planners sold 1,733 Apple shares in Q2 2026, an estimated $496K.
  • Apple made up 1.39% of Trailhead Planners's portfolio in Q2 2026, its #20 holding.
  • Trailhead Planners first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Apple position peaked at $1.89M in Q4 2025.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.