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Trinity Legacy Partners’s Apple AAPL Stock Holding History

Trinity Legacy Partners’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
2021
Q4 		– Sell
-400
Closed -$1K – 111
2021
Q3 		$1K Sell
400
-1,700
-81% -$250K ﹤0.01% 101
2021
Q2 		$4K Sell
2,100
-300
-13% -$38.9K ﹤0.01% 101
2021
Q1 		$12K Buy
2,400
+1,400
+140% +$180K ﹤0.01% 87
2020
Q4 		$8K Buy
+1,000
New +$120K ﹤0.01% 79
2020
Q3 		– Sell
-4,000
Closed -$3K – 84
2020
Q2 		$3K Buy
+4,000
New +$310K ﹤0.01% 79

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

Trinity Legacy Partners's AAPL Position: Q2 2026 in Review

Trinity Legacy Partners increased its Apple (AAPL) stake by 1.2% in Q2 2026, buying an estimated $179K and bringing the position to 53,070 shares worth $17.7M. The position accounts for 3.53% of the portfolio, ranked #3.

Trinity Legacy Partners first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trinity Legacy Partners held 53,070 shares of Apple worth $17.7M as of Q2 2026.
  • Trinity Legacy Partners bought 625 Apple shares in Q2 2026, an estimated $179K.
  • Apple made up 3.53% of Trinity Legacy Partners's portfolio in Q2 2026, its #3 holding.
  • Trinity Legacy Partners first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.