Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6M Sell
40,060
-78
-0.2% -$22.3K 0.45% 44
2026
Q1
$10.2M Buy
40,138
+577
+1% +$150K 0.45% 44
2025
Q4
$10.8M Buy
39,561
+28
+0.1% +$7.52K 0.48% 45
2025
Q3
$10.1M Sell
39,533
-155
-0.4% -$35K 0.47% 41
2025
Q2
$8.14M Buy
39,688
+437
+1% +$88.3K 0.4% 47
2025
Q1
$8.72M Buy
39,251
+2,715
+7% +$629K 0.46% 36
2024
Q4
$9.15M Buy
36,536
+346
+1% +$81.5K 0.47% 51
2024
Q3
$8.43M Sell
36,190
-227
-0.6% -$50.7K 0.43% 52
2024
Q2
$7.67M Buy
36,417
+23,194
+175% +$4.33M 0.42% 55
2024
Q1
$2.27M Buy
13,223
+2,813
+27% +$511K 0.13% 127
2023
Q4
$2M Buy
10,410
+420
+4% +$77.5K 0.12% 126
2023
Q3
$1.71M Sell
9,990
-1,132
-10% -$208K 0.12% 118
2023
Q2
$2.13M Buy
11,122
+298
+3% +$51.9K 0.14% 119
2023
Q1
$1.78M Buy
10,824
+463
+4% +$68.3K 0.13% 108
2022
Q4
$1.35M Buy
10,361
+2,501
+32% +$357K 0.1% 120
2022
Q3
$1.09M Buy
7,860
+555
+8% +$87.1K 0.1% 103
2022
Q2
$999K Buy
7,305
+1,053
+17% +$159K 0.09% 95
2022
Q1
$1.09M Sell
6,252
-12,181
-66% -$2.05M 0.08% 109
2021
Q4
$3.27M Buy
18,433
+101
+0.6% +$16K 0.25% 54
2021
Q3
$2.59M Sell
18,332
-160
-0.9% -$23.6K 0.2% 63
2021
Q2
$2.67M Buy
18,492
+9,277
+101% +$1.2M 0.2% 63
2021
Q1
$1.13M Buy
9,215
+1,179
+15% +$151K 0.09% 78
2020
Q4
$1.07M Sell
8,036
-154
-2% -$18.5K 0.09% 69
2020
Q3
$948K Sell
8,190
-170
-2% -$18.6K 0.09% 67
2020
Q2
$822K Buy
+8,360
New +$648K 0.08% 66
2020
Q1
Sell
-22,440
Closed -$1.67M 101
2019
Q4
$1.67M Buy
22,440
+1,560
+7% +$100K 0.16% 60
2019
Q3
$1.19M Sell
20,880
-216
-1% -$11.3K 0.13% 60
2019
Q2
$1.07M Buy
21,096
+848
+4% +$41.3K 0.12% 58
2019
Q1
$962K Sell
20,248
-3,844
-16% -$163K 0.11% 62
2018
Q4
$950K Buy
24,092
+92
+0.4% +$4.46K 0.13% 60
2018
Q3
$1.35M Sell
24,000
-604
-2% -$31.5K 0.17% 46
2018
Q2
$1.14M Buy
24,604
+2,516
+11% +$114K 0.15% 44
2018
Q1
$927K Buy
22,088
+13,076
+145% +$563K 0.13% 50
2017
Q4
$381K Buy
+9,012
New +$377K 0.06% 91

Other funds holding AAPL

Trilogy Capital's AAPL Position: Q2 2026 in Review

Trilogy Capital reduced its Apple (AAPL) stake by 0.19% in Q2 2026, selling an estimated $22.3K and leaving 40,060 shares worth $11.6M. The position accounts for 0.45% of the portfolio, ranked #44.

Trilogy Capital first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trilogy Capital held 40,060 shares of Apple worth $11.6M as of Q2 2026.
  • Trilogy Capital sold 78 Apple shares in Q2 2026, an estimated $22.3K.
  • Apple made up 0.45% of Trilogy Capital's portfolio in Q2 2026, its #44 holding.
  • Trilogy Capital first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.