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Tred Avon Family Wealth’s Apple AAPL Stock Holding History

Tred Avon Family 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 		$11.5M Sell
39,689
-250
-0.6% -$71.5K 3.51% 3
2026
Q1 		$10.1M Sell
39,939
-1,325
-3% -$345K 3.36% 3
2025
Q4 		$11.2M Buy
41,264
+3,084
+8% +$828K 3.65% 4
2025
Q3 		$9.72M Buy
+38,180
New +$8.63M 3.34% 4

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 $3.37T AUM 44.26% 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

Tred Avon Family Wealth's AAPL Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Apple (AAPL) stake by 0.63% in Q2 2026, selling an estimated $71.5K and leaving 39,689 shares worth $11.5M. The position accounts for 3.51% of the portfolio, ranked #3.

Tred Avon Family Wealth first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tred Avon Family Wealth held 39,689 shares of Apple worth $11.5M as of Q2 2026.
  • Tred Avon Family Wealth sold 250 Apple shares in Q2 2026, an estimated $71.5K.
  • Apple made up 3.51% of Tred Avon Family Wealth's portfolio in Q2 2026, its #3 holding.
  • Tred Avon Family Wealth first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.