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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
Q2 		$728K Buy
2,516
+744
+42% +$213K 0.15% 21
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 $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

Triune Financial Partners's AAPL Position: Q2 2026 in Review

Triune Financial Partners increased its Apple (AAPL) stake by 42% in Q2 2026, buying an estimated $213K and bringing the position to 2,516 shares worth $728K. The position accounts for 0.15% of the portfolio, ranked #21.

Triune Financial Partners first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Triune Financial Partners held 2,516 shares of Apple worth $728K as of Q2 2026.
  • Triune Financial Partners bought 744 Apple shares in Q2 2026, an estimated $213K.
  • Apple made up 0.15% of Triune Financial Partners's portfolio in Q2 2026, its #21 holding.
  • Triune Financial Partners first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.