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Trellis Wealth Advisors’s Apple AAPL Stock Holding History

Trellis Wealth Advisors’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 		$784K Hold
2,708
– – 0.27% 23
2026
Q1 		$687K Sell
2,708
-1,436
-35% -$374K 0.26% 24
2025
Q4 		$1.13M Sell
4,144
-48
-1% -$12.9K 0.44% 19
2025
Q3 		$1.07M Hold
4,192
– – 0.43% 20
2025
Q2 		$860K Hold
4,192
– – 0.37% 22
2025
Q1 		$931K Sell
4,192
-2,673
-39% -$619K 0.45% 20
2024
Q4 		$1.72M Hold
6,865
– – 0.86% 13
2024
Q3 		$1.6M Buy
6,865
+2,777
+68% +$620K 0.8% 15
2024
Q2 		$861K Hold
4,088
– – 0.47% 17
2024
Q1 		$701K Sell
4,088
-564
-12% -$103K 0.4% 18
2023
Q4 		$896K Hold
4,652
– – 0.49% 21
2023
Q3 		$796K Hold
4,652
– – 0.5% 18
2023
Q2 		$902K Buy
4,652
+1
+0% +$174 0.6% 15
2023
Q1 		$767K Hold
4,651
– – 0.56% 15
2022
Q4 		$604K Buy
+4,651
New +$665K 0.52% 15

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

Trellis Wealth Advisors's AAPL Position: Q2 2026 in Review

Trellis Wealth Advisors held its Apple (AAPL) position steady in Q2 2026 at 2,708 shares worth $784K. The position accounts for 0.27% of the portfolio, ranked #23.

Trellis Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trellis Wealth Advisors held 2,708 shares of Apple worth $784K as of Q2 2026.
  • Trellis Wealth Advisors left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.27% of Trellis Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Trellis Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Trellis Wealth Advisors's Apple position peaked at $1.72M in Q4 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.