Trajan Wealth
AAPL icon

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
Q2 		$67.9M Sell
234,496
-26,626
-10% -$7.62M 2.56% 9
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
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

Trajan Wealth's AAPL Position: Q2 2026 in Review

Trajan Wealth reduced its Apple (AAPL) stake by 10% in Q2 2026, selling an estimated $7.62M and leaving 234,496 shares worth $67.9M. The position accounts for 2.56% of the portfolio, ranked #9.

Trajan Wealth first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $73.1M in Q4 2025. 6,155 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trajan Wealth held 234,496 shares of Apple worth $67.9M as of Q2 2026.
  • Trajan Wealth sold 26,626 Apple shares in Q2 2026, an estimated $7.62M.
  • Apple made up 2.56% of Trajan Wealth's portfolio in Q2 2026, its #9 holding.
  • Trajan Wealth first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's Apple position peaked at $73.1M in Q4 2025.
  • 6,155 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.