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Trevian Wealth Management’s Apple AAPL Stock Holding History

Trevian 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 		$2.25M Buy
7,782
+249
+3% +$71.2K 0.96% 15
2026
Q1 		$1.91M Sell
7,533
-23
-0.3% -$5.99K 0.94% 15
2025
Q4 		$2.05M Buy
7,556
+1,040
+16% +$279K 0.97% 14
2025
Q3 		$1.66M Sell
6,516
-1,956
-23% -$442K 0.89% 14
2025
Q2 		$1.74M Buy
8,472
+311
+4% +$62.8K 1.06% 11
2025
Q1 		$1.81M Sell
8,161
-79
-1% -$18.3K 1.29% 9
2024
Q4 		$2.06M Hold
8,240
– – 1.52% 9
2024
Q3 		$1.92M Buy
8,240
+1
+0% +$223 1.57% 9
2024
Q2 		$1.74M Sell
8,239
-240
-3% -$44.8K 8.64% 3
2024
Q1 		$1.45M Sell
8,479
-809
-9% -$147K 0.99% 11
2023
Q4 		$1.79M Buy
9,288
+550
+6% +$102K 1.39% 10
2023
Q3 		$1.5M Buy
+8,738
New +$1.6M 1.37% 10
2023
Q2 		– Sell
-11,380
Closed -$1.88M – 14
2023
Q1 		$1.88M Buy
11,380
+328
+3% +$48.4K 1.75% 11
2022
Q4 		$1.44M Buy
11,052
+1,417
+15% +$203K 1.57% 10
2022
Q3 		$1.33M Buy
9,635
+141
+1% +$22.1K 1.5% 11
2022
Q2 		$1.3M Buy
9,494
+2
+0% +$303 1.41% 11
2022
Q1 		$1.66M Sell
9,492
-429
-4% -$72.1K 1.6% 9
2021
Q4 		$1.76M Buy
+9,921
New +$1.57M 1.69% 9

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

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

Trevian Wealth Management increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $71.2K and bringing the position to 7,782 shares worth $2.25M. The position accounts for 0.96% of the portfolio, ranked #15.

Trevian Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trevian Wealth Management held 7,782 shares of Apple worth $2.25M as of Q2 2026.
  • Trevian Wealth Management bought 249 Apple shares in Q2 2026, an estimated $71.2K.
  • Apple made up 0.96% of Trevian Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Trevian Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.