Tru Independence Asset Management 2’s Apple AAPL Stock Holding History

Tru Independence Asset Management 2’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	$2.15M	Buy	8,479 +237	+3%	+$61.7K	1.32%	25
2025 Q4	$2.24M	Hold	8,242	–	–	1.4%	23
2025 Q3	$2.1M	Sell	8,242 -200	-2%	-$45.2K	1.38%	22
2025 Q2	$1.73M	Buy	8,442 +32	+0.4%	+$6.46K	1.19%	25
2025 Q1	$1.87M	Sell	8,410 -109	-1%	-$25.3K	1.4%	21
2024 Q4	$2.13M	Hold	8,519	–	–	1.78%	19
2024 Q3	$1.98M	Buy	+8,519	New	+$1.9M	1.67%	18
2023 Q1	$3.86M	Buy	+23,409	New	+$3.45M	3.88%	4
2022 Q3	$3.37M	Buy	24,349 +4,427	+22%	+$695K	3.58%	7
2022 Q2	$2.72M	Sell	19,922 -19,503	-49%	-$2.95M	2.24%	12
2022 Q1	$6.88M	Sell	39,425 -12,992	-25%	-$2.18M	3.95%	6
2021 Q4	$9.31M	Buy	52,417 +16,083	+44%	+$2.54M	4.93%	3
2021 Q3	$5.14M	Buy	36,334 +1,676	+5%	+$247K	3.65%	8
2021 Q2	$4.75M	Buy	34,658 +2,346	+7%	+$304K	3.24%	8
2021 Q1	$3.95M	Sell	32,312 -254	-0.8%	-$32.6K	3.12%	8
2020 Q4	$4.32M	Buy	+32,566	New	+$3.92M	3.64%	5

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tru Independence Asset Management 2's AAPL Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Apple (AAPL) stake by 2.9% in Q1 2026, buying an estimated $61.7K and bringing the position to 8,479 shares worth $2.15M. The position accounts for 1.32% of the portfolio, ranked #25.

Tru Independence Asset Management 2 first reported a position in AAPL in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.31M in Q4 2021. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Tru Independence Asset Management 2 held 8,479 shares of Apple worth $2.15M as of Q1 2026.
Tru Independence Asset Management 2 bought 237 Apple shares in Q1 2026, an estimated $61.7K.
Apple made up 1.32% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #25 holding.
Tru Independence Asset Management 2 first reported a position in Apple in Q4 2020 and has held it in 16 quarters since.
Tru Independence Asset Management 2's Apple position peaked at $9.31M in Q4 2021.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.