TWM
AAPL icon

Triton Wealth Management’s Apple AAPL Stock Holding History

Triton 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 		$12.3M Buy
39,208
+272
+0.7% +$77.8K 3.77% 4
2026
Q1 		$9.91M Sell
38,936
-139
-0.4% -$36.2K 3.68% 5
2025
Q4 		$10.5M Buy
39,075
+150
+0.4% +$40.3K 3.97% 5
2025
Q3 		$10.5M Buy
38,925
+56
+0.1% +$12.7K 4% 7
2025
Q2 		$8.31M Buy
+38,869
New +$7.85M 3.54% 7
2024
Q4 		$8.51M Buy
38,055
+10,916
+40% +$2.57M 4.38% 5
2024
Q3 		$6.13M Buy
27,139
+523
+2% +$117K 3.49% 5
2024
Q2 		$5.99M Buy
26,616
+387
+1% +$72.2K 3.5% 6
2024
Q1 		$4.41M Sell
26,229
-15
-0.1% -$2.73K 3.06% 7
2023
Q4 		$4.79M Buy
26,244
+424
+2% +$78.3K 3.14% 5
2023
Q3 		$4.54M Sell
25,820
-1,261
-5% -$231K 3.05% 6
2023
Q2 		$5.22M Buy
27,081
+105
+0.4% +$18.3K 2.93% 6
2023
Q1 		$4.93M Buy
26,976
+5,832
+28% +$861K 3.02% 6
2022
Q4 		$2.89M Buy
21,144
+269
+1% +$38.4K 1.76% 10
2022
Q3 		$3.04M Buy
20,875
+125
+0.6% +$19.6K 1.81% 8
2022
Q2 		$3.34M Sell
20,750
-52,879
-72% -$8.01M 2.35% 8
2022
Q1 		$12.9M Hold
73,629
– – 6.69% 4
2021
Q4 		$12.9M Sell
73,629
-2,258
-3% -$357K 6.69% 4
2021
Q3 		$11.1M Buy
75,887
+1,110
+1% +$163K 5.29% 5
2021
Q2 		$11.1M Buy
74,777
+2,486
+3% +$322K 6.37% 4
2021
Q1 		$9.1M Buy
72,291
+375
+0.5% +$48.1K 6.18% 3
2020
Q4 		$9.42M Buy
71,916
+458
+0.6% +$55.1K 6% 5
2020
Q3 		$8.27M Buy
71,458
+40,174
+128% +$4.38M 6.94% 4
2020
Q2 		$2.96M Buy
31,284
+8,248
+36% +$639K 3.06% 5
2020
Q1 		$1.72M Buy
+23,036
New +$1.69M 2.78% 7

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

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

Triton Wealth Management increased its Apple (AAPL) stake by 0.7% in Q2 2026, buying an estimated $77.8K and bringing the position to 39,208 shares worth $12.3M. The position accounts for 3.77% of the portfolio, ranked #4.

Triton Wealth Management first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.9M in Q1 2022. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Triton Wealth Management held 39,208 shares of Apple worth $12.3M as of Q2 2026.
  • Triton Wealth Management bought 272 Apple shares in Q2 2026, an estimated $77.8K.
  • Apple made up 3.77% of Triton Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Triton Wealth Management first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • Triton Wealth Management's Apple position peaked at $12.9M in Q1 2022.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.