TRB Wealth Management’s Apple AAPL Stock Holding History

TRB Wealth 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	$22.3M	Sell	76,936 -8,789	-10%	-$2.51M	2.96%	7
2026 Q1	$21.8M	Buy	+85,725	New	+$22.3M	3.09%	7

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TRB Wealth Management's AAPL Position: Q2 2026 in Review

TRB Wealth Management reduced its Apple (AAPL) stake by 10% in Q2 2026, selling an estimated $2.51M and leaving 76,936 shares worth $22.3M. The position accounts for 2.96% of the portfolio, ranked #7.

TRB Wealth Management first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

TRB Wealth Management held 76,936 shares of Apple worth $22.3M as of Q2 2026.
TRB Wealth Management sold 8,789 Apple shares in Q2 2026, an estimated $2.51M.
Apple made up 2.96% of TRB Wealth Management's portfolio in Q2 2026, its #7 holding.
TRB Wealth Management first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.