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Triumph Capital Management’s Apple AAPL Stock Holding History

Triumph Capital 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 		$19.5M Sell
67,510
-32
-0% -$9.15K 3.54% 1
2026
Q1 		$17.1M Buy
67,542
+4,201
+7% +$1.09M 3.49% 1
2025
Q4 		$17.2M Buy
63,341
+47,284
+294% +$12.7M 3.72% 1
2025
Q3 		$4.09M Sell
16,057
-4,997
-24% -$1.13M 1.1% 24
2025
Q2 		$4.32M Buy
21,054
+4,640
+28% +$937K 1.3% 18
2025
Q1 		$3.65M Buy
16,414
+1,300
+9% +$301K 1.21% 14
2024
Q4 		$3.78M Sell
15,114
-695
-4% -$164K 1.3% 17
2024
Q3 		$3.68M Buy
15,809
+204
+1% +$45.6K 1.31% 18
2024
Q2 		$3.29M Buy
15,605
+1,855
+13% +$346K 1.28% 18
2024
Q1 		$2.34M Buy
13,750
+6,195
+82% +$1.13M 0.95% 24
2023
Q4 		$1.45M Sell
7,555
-4,100
-35% -$757K 0.62% 36
2023
Q3 		$2M Buy
11,655
+4,133
+55% +$758K 0.91% 22
2023
Q2 		$1.46M Sell
7,522
-3,082
-29% -$537K 0.66% 32
2023
Q1 		$1.75M Sell
10,604
-1,406
-12% -$207K 0.89% 22
2022
Q4 		$1.56M Buy
12,010
+1,723
+17% +$246K 0.84% 23
2022
Q3 		$1.42M Sell
10,287
-4,428
-30% -$695K 0.77% 31
2022
Q2 		$2.01M Buy
14,715
+8,134
+124% +$1.23M 1.06% 21
2022
Q1 		$1.15M Sell
6,581
-1,983
-23% -$333K 0.5% 45
2021
Q4 		$1.52M Buy
8,564
+1,257
+17% +$199K 0.66% 33
2021
Q3 		$1.03M Buy
7,307
+545
+8% +$80.2K 0.48% 50
2021
Q2 		$1.01M Buy
+6,762
New +$876K 0.59% 42

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

Triumph Capital Management's AAPL Position: Q2 2026 in Review

Triumph Capital Management reduced its Apple (AAPL) stake by 0.05% in Q2 2026, selling an estimated $9.15K and leaving 67,510 shares worth $19.5M. The position accounts for 3.54% of the portfolio, ranked #1.

Triumph Capital Management first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Triumph Capital Management held 67,510 shares of Apple worth $19.5M as of Q2 2026.
  • Triumph Capital Management sold 32 Apple shares in Q2 2026, an estimated $9.15K.
  • Apple made up 3.54% of Triumph Capital Management's portfolio in Q2 2026, its #1 holding.
  • Triumph Capital Management first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.