Triangle Securities Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.67M | Sell |
29,961
-141
| -0.5% | -$40.3K | 1.72% | 12 |
|
|
2026
Q1 | $7.64M | Sell |
30,102
-30,621
| -50% | -$7.97M | 1.73% | 13 |
|
|
2025
Q4 | $16M | Buy |
60,723
+30,122
| +98% | +$8.09M | 3.37% | 3 |
|
|
2025
Q3 | $7.79M | Buy |
30,601
+5,700
| +23% | +$1.29M | 1.76% | 14 |
|
|
2025
Q2 | $5.11M | Sell |
24,901
-6,177
| -20% | -$1.25M | 1.26% | 20 |
|
|
2025
Q1 | $6.9M | Buy |
31,078
+204
| +0.7% | +$47.3K | 1.78% | 12 |
|
|
2024
Q4 | $7.73M | Sell |
30,874
-1,021
| -3% | -$241K | 1.98% | 12 |
|
|
2024
Q3 | $7.43M | Sell |
31,895
-655
| -2% | -$146K | 1.92% | 12 |
|
|
2024
Q2 | $6.86M | Sell |
32,550
-538
| -2% | -$100K | 1.94% | 10 |
|
|
2024
Q1 | $5.67M | Sell |
33,088
-1,113
| -3% | -$202K | 1.62% | 16 |
|
|
2023
Q4 | $6.58M | Sell |
34,201
-322
| -0.9% | -$59.5K | 2.05% | 10 |
|
|
2023
Q3 | $5.91M | Sell |
34,523
-40
| -0.1% | -$7.33K | 2.1% | 9 |
|
|
2023
Q2 | $6.7M | Sell |
34,563
-610
| -2% | -$106K | 2.31% | 5 |
|
|
2023
Q1 | $5.8M | Sell |
35,173
-491
| -1% | -$72.4K | 2.07% | 7 |
|
|
2022
Q4 | $4.63M | Sell |
35,664
-547
| -2% | -$78.2K | 1.7% | 11 |
|
|
2022
Q3 | $5M | Sell |
36,211
-1,000
| -3% | -$157K | 2.04% | 9 |
|
|
2022
Q2 | $5.09M | Buy |
37,211
+1,024
| +3% | +$155K | 1.98% | 7 |
|
|
2022
Q1 | $6.32M | Sell |
36,187
-3,289
| -8% | -$553K | 2.12% | 7 |
|
|
2021
Q4 | $7.01M | Sell |
39,476
-3,586
| -8% | -$567K | 2.19% | 8 |
|
|
2021
Q3 | $6.09M | Sell |
43,062
-1,079
| -2% | -$159K | 2.07% | 8 |
|
|
2021
Q2 | $6.05M | Sell |
44,141
-1,119
| -2% | -$145K | 2.04% | 7 |
|
|
2021
Q1 | $5.53M | Buy |
45,260
+332
| +0.7% | +$42.6K | 2% | 8 |
|
|
2020
Q4 | $5.96M | Sell |
44,928
-2,755
| -6% | -$331K | 2.36% | 5 |
|
|
2020
Q3 | $5.52M | Sell |
47,683
-1,513
| -3% | -$165K | 2.5% | 6 |
|
|
2020
Q2 | $4.49M | Sell |
49,196
-4,012
| -8% | -$311K | 2.15% | 6 |
|
|
2020
Q1 | $3.38M | Sell |
53,208
-4,644
| -8% | -$342K | 1.95% | 7 |
|
|
2019
Q4 | $4.25M | Sell |
57,852
-1,832
| -3% | -$118K | 1.84% | 9 |
|
|
2019
Q3 | $3.34M | Buy |
59,684
+1,444
| +2% | +$75.5K | 1.63% | 12 |
|
|
2019
Q2 | $2.91M | Sell |
58,240
-1,132
| -2% | -$55.2K | 1.48% | 21 |
|
|
2019
Q1 | $2.82M | Buy |
59,372
+2,764
| +5% | +$117K | 1.48% | 20 |
|
|
2018
Q4 | $2.23M | Buy |
56,608
+7,884
| +16% | +$382K | 1.32% | 22 |
|
|
2018
Q3 | $2.75M | Sell |
48,724
-2,864
| -6% | -$149K | 1.46% | 16 |
|
|
2018
Q2 | $2.39M | Sell |
51,588
-1,160
| -2% | -$52.6K | 1.33% | 21 |
|
|
2018
Q1 | $2.21M | Sell |
52,748
-1,292
| -2% | -$55.6K | 1.27% | 21 |
|
|
2017
Q4 | $2.29M | Sell |
54,040
-4,804
| -8% | -$201K | 1.31% | 22 |
|
|
2017
Q3 | $2.27M | Sell |
58,844
-2,536
| -4% | -$98.4K | 1.35% | 24 |
|
|
2017
Q2 | $2.21M | Sell |
61,380
-900
| -1% | -$33.3K | 1.46% | 23 |
|
|
2017
Q1 | $2.24M | Buy |
62,280
+956
| +2% | +$31.5K | 1.43% | 20 |
|
|
2016
Q4 | $1.78M | Sell |
61,324
-1,044
| -2% | -$29.6K | 1.19% | 29 |
|
|
2016
Q3 | $1.76M | Sell |
62,368
-2,880
| -4% | -$76.2K | 1.22% | 29 |
|
|
2016
Q2 | $1.56M | Sell |
65,248
-3,560
| -5% | -$88.5K | 1.16% | 31 |
|
|
2016
Q1 | $1.88M | Buy |
68,808
+5,784
| +9% | +$144K | 1.22% | 26 |
|
|
2015
Q4 | $1.66M | Buy |
63,024
+9,620
| +18% | +$275K | 1.11% | 26 |
|
|
2015
Q3 | $1.47M | Buy |
53,404
+4,116
| +8% | +$121K | 1.11% | 25 |
|
|
2015
Q2 | $1.54M | Sell |
49,288
-1,180
| -2% | -$37.7K | 1.09% | 30 |
|
|
2015
Q1 | $1.57M | Sell |
50,468
-5,048
| -9% | -$152K | 1.09% | 29 |
|
|
2014
Q4 | $1.53M | Buy |
55,516
+1,276
| +2% | +$34.7K | 1.09% | 29 |
|
|
2014
Q3 | $1.37M | Sell |
54,240
-1,240
| -2% | -$30.4K | 1.05% | 32 |
|
|
2014
Q2 | $1.29M | Buy |
55,480
+15,916
| +40% | +$339K | 0.99% | 36 |
|
|
2014
Q1 | $625K | Sell |
39,564
-10,668
| -21% | -$203K | 0.56% | 60 |
|
|
2013
Q4 | $1.01M | Buy |
50,232
+6,076
| +14% | +$115K | 0.82% | 42 |
|
|
2013
Q3 | $752K | Buy |
44,156
+672
| +2% | +$11.1K | 0.66% | 53 |
|
|
2013
Q2 | $616K | Buy |
+43,484
| New | +$669K | 0.46% | 65 |
|
Other funds holding AAPL
CRM
CNB
COPPSERS
P
WT
Triangle Securities Wealth Management's AAPL Position: Q2 2026 in Review
Triangle Securities Wealth Management reduced its Apple (AAPL) stake by 0.47% in Q2 2026, selling an estimated $40.3K and leaving 29,961 shares worth $8.67M. The position accounts for 1.72% of the portfolio, ranked #12.
Triangle Securities Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $16M in Q4 2025. 1,251 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Triangle Securities Wealth Management held 29,961 shares of Apple worth $8.67M as of Q2 2026.
- Triangle Securities Wealth Management sold 141 Apple shares in Q2 2026, an estimated $40.3K.
- Apple made up 1.72% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #12 holding.
- Triangle Securities Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- Triangle Securities Wealth Management's Apple position peaked at $16M in Q4 2025.
- 1,251 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.