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Triasima Portfolio Management’s Apple AAPL Stock Holding History

Triasima Portfolio 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 		$10.7M Buy
36,826
+12,349
+50% +$3.53M 1.44% 17
2026
Q1 		$6.21M Buy
24,477
+6,026
+33% +$1.57M 0.94% 36
2025
Q4 		$5.02M Buy
18,451
+17,481
+1,802% +$4.69M 0.75% 43
2025
Q3 		$247K Buy
+970
New +$219K 0.04% 142
2025
Q2 		– Sell
-970
Closed -$215K – 129
2025
Q1 		$215K Hold
970
– – 0.04% 138
2024
Q4 		$243K Buy
+970
New +$229K 0.05% 134
2024
Q3 		– Sell
-970
Closed -$204K – 86
2024
Q2 		$204K Sell
970
-663
-41% -$124K 0.02% 135
2024
Q1 		$280K Sell
1,633
-2,467
-60% -$449K 0.02% 126
2023
Q4 		$789K Hold
4,100
– – 0.07% 104
2023
Q3 		$702K Hold
4,100
– – 0.06% 96
2023
Q2 		$1.05M Hold
4,100
– – 0.07% 97
2023
Q1 		$676K Hold
4,100
– – 0.06% 102
2022
Q4 		$533K Sell
4,100
-2,220
-35% -$317K 0.04% 99
2022
Q3 		$873K Hold
6,320
– – 0.07% 99
2022
Q2 		$864K Buy
6,320
+300
+5% +$45.4K 0.06% 97
2022
Q1 		$1.05M Sell
6,020
-330
-5% -$55.5K 0.05% 110
2021
Q4 		$1.13M Sell
6,350
-430
-6% -$68K 0.05% 108
2021
Q3 		$959K Hold
6,780
– – 0.05% 111
2021
Q2 		$929K Hold
6,780
– – 0.05% 121
2021
Q1 		$828K Hold
6,780
– – 0.04% 131
2020
Q4 		$900K Buy
+6,780
New +$816K 0.05% 115

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

Triasima Portfolio Management's AAPL Position: Q2 2026 in Review

Triasima Portfolio Management increased its Apple (AAPL) stake by 50% in Q2 2026, buying an estimated $3.53M and bringing the position to 36,826 shares worth $10.7M. The position accounts for 1.44% of the portfolio, ranked #17.

Triasima Portfolio Management first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Triasima Portfolio Management held 36,826 shares of Apple worth $10.7M as of Q2 2026.
  • Triasima Portfolio Management bought 12,349 Apple shares in Q2 2026, an estimated $3.53M.
  • Apple made up 1.44% of Triasima Portfolio Management's portfolio in Q2 2026, its #17 holding.
  • Triasima Portfolio Management first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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