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Trivant Custom Portfolio Group’s Apple AAPL Stock Holding History

Trivant Custom Portfolio Group’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 		$18.1M Buy
62,494
+131
+0.2% +$37.5K 9.63% 1
2026
Q1 		$15.8M Sell
62,363
-322
-0.5% -$83.8K 8.68% 1
2025
Q4 		$17M Sell
62,685
-169
-0.3% -$45.4K 9.81% 1
2025
Q3 		$16M Sell
62,854
-203
-0.3% -$45.9K 8.23% 1
2025
Q2 		$12.9M Sell
63,057
-467
-0.7% -$94.3K 7.11% 1
2025
Q1 		$14.1M Sell
63,524
-5,630
-8% -$1.3M 8.11% 1
2024
Q4 		$17.3M Sell
69,154
-805
-1% -$190K 10.11% 1
2024
Q3 		$16.3M Sell
69,959
-657
-0.9% -$147K 9.4% 1
2024
Q2 		$14.9M Sell
70,616
-283
-0.4% -$52.8K 9.14% 1
2024
Q1 		$12.2M Sell
70,899
-1,674
-2% -$304K 7.74% 1
2023
Q4 		$14M Buy
72,573
+409
+0.6% +$75.5K 9.31% 1
2023
Q3 		$12.4M Buy
72,164
+405
+0.6% +$74.3K 9.08% 1
2023
Q2 		$13.9M Sell
71,759
-309
-0.4% -$53.8K 9.82% 1
2023
Q1 		$11.9M Buy
+72,068
New +$10.6M 8.49% 1

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

Trivant Custom Portfolio Group's AAPL Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its Apple (AAPL) stake by 0.21% in Q2 2026, buying an estimated $37.5K and bringing the position to 62,494 shares worth $18.1M. The position accounts for 9.63% of the portfolio, ranked #1.

Trivant Custom Portfolio Group first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trivant Custom Portfolio Group held 62,494 shares of Apple worth $18.1M as of Q2 2026.
  • Trivant Custom Portfolio Group bought 131 Apple shares in Q2 2026, an estimated $37.5K.
  • Apple made up 9.63% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #1 holding.
  • Trivant Custom Portfolio Group first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.