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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trinity Legacy Partners's AAPL Position: Q1 2026 in Review

Trinity Legacy Partners increased its Apple (AAPL) stake by 19% in Q1 2026, buying an estimated $2.14M and bringing the position to 52,445 shares worth $13.6M. The position accounts for 2.94% of the portfolio, ranked #6.

Trinity Legacy Partners first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Trinity Legacy Partners held 52,445 shares of Apple worth $13.6M as of Q1 2026.
Trinity Legacy Partners bought 8,216 Apple shares in Q1 2026, an estimated $2.14M.
Apple made up 2.94% of Trinity Legacy Partners's portfolio in Q1 2026, its #6 holding.
Trinity Legacy Partners first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.