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Triune Financial Partners’s Apple AAPL Stock Holding History

Triune Financial 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
2026
Q1 		$450K Buy
1,772
+1
+0.1% +$260 0.11% 28
2025
Q4 		$459K Sell
1,771
-805
-31% -$216K 0.11% 29
2025
Q3 		$656K Buy
2,576
+673
+35% +$152K 0.17% 19
2025
Q2 		$390K Sell
1,903
-47
-2% -$9.49K 0.11% 25
2025
Q1 		$433K Buy
1,950
+969
+99% +$224K 0.14% 21
2024
Q4 		$246K Buy
981
+1
+0.1% +$236 0.08% 29
2024
Q3 		$228K Buy
980
+1
+0.1% +$223 0.07% 29
2024
Q2 		$206K Buy
+979
New +$183K 0.07% 30

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triune Financial Partners's AAPL Position: Q1 2026 in Review

Triune Financial Partners increased its Apple (AAPL) stake by 0.06% in Q1 2026, buying an estimated $260 and bringing the position to 1,772 shares worth $450K. The position accounts for 0.11% of the portfolio, ranked #28.

Triune Financial Partners first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $656K in Q3 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Triune Financial Partners held 1,772 shares of Apple worth $450K as of Q1 2026.
  • Triune Financial Partners bought 1 Apple share in Q1 2026, an estimated $260.
  • Apple made up 0.11% of Triune Financial Partners's portfolio in Q1 2026, its #28 holding.
  • Triune Financial Partners first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Triune Financial Partners's Apple position peaked at $656K in Q3 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.