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Trinity Wealth Management’s Apple AAPL Stock Holding History

Trinity Wealth 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 		$3.26M Buy
11,266
+432
+4% +$124K 1.03% 24
2026
Q1 		$2.75M Sell
10,834
-229
-2% -$59.6K 1.01% 23
2025
Q4 		$3.01M Buy
11,063
+754
+7% +$202K 1.11% 18
2025
Q3 		$2.63M Sell
10,309
-158
-2% -$35.7K 0.98% 20
2025
Q2 		$2.15M Buy
10,467
+1,161
+12% +$234K 0.85% 23
2025
Q1 		$2.07M Buy
9,306
+51
+0.6% +$11.8K 0.94% 18
2024
Q4 		$2.32M Sell
9,255
-94
-1% -$22.2K 1.05% 17
2024
Q3 		$2.18M Buy
9,349
+3,952
+73% +$883K 1% 17
2024
Q2 		$1.14M Sell
5,397
-497
-8% -$92.7K 0.57% 26
2024
Q1 		$1.01M Sell
5,894
-160
-3% -$29.1K 0.52% 25
2023
Q4 		$1.17M Sell
6,054
-264
-4% -$48.7K 0.7% 22
2023
Q3 		$1.08M Sell
6,318
-262
-4% -$48K 0.67% 24
2023
Q2 		$1.28M Sell
6,580
-336
-5% -$58.5K 0.78% 24
2023
Q1 		$1.14M Buy
6,916
+74
+1% +$10.9K 0.75% 23
2022
Q4 		$889K Buy
6,842
+1,016
+17% +$145K 0.63% 26
2022
Q3 		$805K Sell
5,826
-195
-3% -$30.6K 0.64% 27
2022
Q2 		$823K Buy
6,021
+9
+0.1% +$1.36K 0.64% 25
2022
Q1 		$1.05M Buy
6,012
+67
+1% +$11.3K 0.74% 24
2021
Q4 		$1.06M Buy
5,945
+104
+2% +$16.4K 0.73% 22
2021
Q3 		$827K Buy
5,841
+3
+0.1% +$442 0.63% 22
2021
Q2 		$800K Sell
5,838
-2,133
-27% -$276K 0.63% 20
2021
Q1 		$974K Buy
7,971
+67
+0.8% +$8.6K 0.85% 13
2020
Q4 		$1.05M Buy
+7,904
New +$951K 0.95% 13
2020
Q2 		$584K Buy
6,408
+116
+2% +$8.99K 0.81% 13
2020
Q1 		$400K Buy
6,292
+460
+8% +$33.8K 0.52% 20
2019
Q4 		$428K Buy
+5,832
New +$375K 0.43% 20

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Trinity Wealth Management's AAPL Position: Q2 2026 in Review

Trinity Wealth Management increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $124K and bringing the position to 11,266 shares worth $3.26M. The position accounts for 1.03% of the portfolio, ranked #24.

Trinity Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trinity Wealth Management held 11,266 shares of Apple worth $3.26M as of Q2 2026.
  • Trinity Wealth Management bought 432 Apple shares in Q2 2026, an estimated $124K.
  • Apple made up 1.03% of Trinity Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Trinity Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.