Trajan Wealth’s Apple AAPL Stock Holding History

Trajan Wealth’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	$66.3M	Sell	261,122 -7,885	-3%	-$2.05M	2.68%	9
2025 Q4	$73.1M	Sell	269,007 -2,172	-0.8%	-$583K	3.05%	8
2025 Q3	$69.1M	Buy	271,179 +24,892	+10%	+$5.62M	2.98%	8
2025 Q2	$50.5M	Buy	246,287 +30,902	+14%	+$6.24M	2.47%	9
2025 Q1	$47.8M	Buy	215,385 +5,616	+3%	+$1.3M	2.61%	8
2024 Q4	$52.5M	Buy	209,769 +17,849	+9%	+$4.21M	2.91%	7
2024 Q3	$44.7M	Buy	191,920 +16,707	+10%	+$3.73M	2.64%	7
2024 Q2	$36.9M	Buy	175,213 +24,258	+16%	+$4.52M	2.37%	8
2024 Q1	$25.9M	Buy	+150,955	New	+$27.4M	1.75%	10

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trajan Wealth's AAPL Position: Q1 2026 in Review

Trajan Wealth reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $2.05M and leaving 261,122 shares worth $66.3M. The position accounts for 2.68% of the portfolio, ranked #9.

Trajan Wealth first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $73.1M in Q4 2025. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Trajan Wealth held 261,122 shares of Apple worth $66.3M as of Q1 2026.
Trajan Wealth sold 7,885 Apple shares in Q1 2026, an estimated $2.05M.
Apple made up 2.68% of Trajan Wealth's portfolio in Q1 2026, its #9 holding.
Trajan Wealth first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's Apple position peaked at $73.1M in Q4 2025.
6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.