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Trifecta Capital Advisors’s Apple AAPL Stock Holding History

Trifecta Capital 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
Q1 		$29.8M Buy
117,454
+718
+0.6% +$187K 4.61% 3
2025
Q4 		$31.7M Buy
116,736
+475
+0.4% +$128K 4.7% 4
2025
Q3 		$29.6M Sell
116,261
-11,623
-9% -$2.63M 4.5% 4
2025
Q2 		$26.2M Buy
127,884
+14,438
+13% +$2.92M 4.37% 5
2025
Q1 		$25.2M Buy
113,446
+2,130
+2% +$493K 5.28% 2
2024
Q4 		$27.9M Sell
111,316
-1,710
-2% -$403K 5.51% 2
2024
Q3 		$26.3M Sell
113,026
-3
-0% -$670 5.51% 2
2024
Q2 		$23.8M Buy
113,029
+1,305
+1% +$243K 5.27% 4
2024
Q1 		$19.2M Sell
111,724
-7,852
-7% -$1.43M 4.66% 3
2023
Q4 		$23M Sell
119,576
-2,793
-2% -$516K 6.37% 2
2023
Q3 		$21M Buy
122,369
+485
+0.4% +$88.9K 6.73% 2
2023
Q2 		$23.6M Sell
121,884
-1,843
-1% -$321K 7.61% 2
2023
Q1 		$20.4M Buy
123,727
+2,613
+2% +$386K 7.19% 2
2022
Q4 		$15.7M Buy
+121,114
New +$17.3M 6.27% 2

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trifecta Capital Advisors's AAPL Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Apple (AAPL) stake by 0.62% in Q1 2026, buying an estimated $187K and bringing the position to 117,454 shares worth $29.8M. The position accounts for 4.61% of the portfolio, ranked #3.

Trifecta Capital Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.7M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Trifecta Capital Advisors held 117,454 shares of Apple worth $29.8M as of Q1 2026.
  • Trifecta Capital Advisors bought 718 Apple shares in Q1 2026, an estimated $187K.
  • Apple made up 4.61% of Trifecta Capital Advisors's portfolio in Q1 2026, its #3 holding.
  • Trifecta Capital Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's Apple position peaked at $31.7M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.