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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tred Avon Family Wealth's AAPL Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Apple (AAPL) stake by 3.2% in Q1 2026, selling an estimated $345K and leaving 39,939 shares worth $10.1M. The position accounts for 3.36% of the portfolio, ranked #3.

Tred Avon Family Wealth first reported a position in AAPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2M in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tred Avon Family Wealth held 39,939 shares of Apple worth $10.1M as of Q1 2026.
  • Tred Avon Family Wealth sold 1,325 Apple shares in Q1 2026, an estimated $345K.
  • Apple made up 3.36% of Tred Avon Family Wealth's portfolio in Q1 2026, its #3 holding.
  • Tred Avon Family Wealth first reported a position in Apple in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Apple position peaked at $11.2M in Q4 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.