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TriaGen Wealth Management’s Apple AAPL Stock Holding History

TriaGen 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 		$29.9M Sell
103,464
-14,978
-13% -$4.28M 7.49% 1
2026
Q1 		$30.1M Sell
118,442
-53,122
-31% -$13.8M 8.21% 2
2025
Q4 		$46.6M Buy
171,564
+9,660
+6% +$2.59M 12.07% 1
2025
Q3 		$41.2M Sell
161,904
-422
-0.3% -$95.3K 10.75% 1
2025
Q2 		$33.3M Sell
162,326
-4,806
-3% -$971K 10.09% 1
2025
Q1 		$37.1M Sell
167,132
-7,520
-4% -$1.74M 13.09% 1
2024
Q4 		$43.7M Buy
174,652
+2,961
+2% +$698K 14.74% 1
2024
Q3 		$40M Buy
171,691
+98,984
+136% +$22.1M 13.4% 1
2024
Q2 		$15.3M Sell
72,707
-1,956
-3% -$365K 5.91% 1
2024
Q1 		$12.8M Sell
74,663
-2,068
-3% -$376K 5.31% 2
2023
Q4 		$14.8M Buy
76,731
+5,113
+7% +$944K 7.04% 1
2023
Q3 		$12.3M Buy
71,618
+13
+0% +$2.38K 6.26% 1
2023
Q2 		$13.9M Buy
71,605
+1,773
+3% +$309K 6.35% 1
2023
Q1 		$11.5M Sell
69,832
-56
-0.1% -$8.26K 5.79% 1
2022
Q4 		$9.08M Buy
69,888
+59
+0.1% +$8.43K 5.04% 2
2022
Q3 		$9.65M Buy
69,829
+475
+0.7% +$74.6K 5.33% 1
2022
Q2 		$9.48M Sell
69,354
-105
-0.2% -$15.9K 6.74% 1
2022
Q1 		$12.1M Sell
69,459
-11,973
-15% -$2.01M 6.29% 1
2021
Q4 		$14.5M Buy
81,432
+12
+0% +$1.9K 7.14% 1
2021
Q3 		$11.5M Buy
81,420
+357
+0.4% +$52.6K 6.27% 1
2021
Q2 		$11.8M Buy
81,063
+10,794
+15% +$1.4M 6.09% 1
2021
Q1 		$8.58M Buy
70,269
+505
+0.7% +$64.8K 4.93% 1
2020
Q4 		$9.26M Buy
+69,764
New +$8.39M 5.42% 1

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

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

TriaGen Wealth Management reduced its Apple (AAPL) stake by 13% in Q2 2026, selling an estimated $4.28M and leaving 103,464 shares worth $29.9M. The position accounts for 7.49% of the portfolio, ranked #1.

TriaGen Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $46.6M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TriaGen Wealth Management held 103,464 shares of Apple worth $29.9M as of Q2 2026.
  • TriaGen Wealth Management sold 14,978 Apple shares in Q2 2026, an estimated $4.28M.
  • Apple made up 7.49% of TriaGen Wealth Management's portfolio in Q2 2026, its #1 holding.
  • TriaGen Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's Apple position peaked at $46.6M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.