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tru Independence’s Apple AAPL Stock Holding History

tru Independence’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 		$8.97M Sell
35,352
-2,854
-7% -$743K 4.44% 7
2025
Q4 		$10.4M Sell
38,206
-116
-0.3% -$31.1K 2.62% 8
2025
Q3 		$9.76M Buy
38,322
+301
+0.8% +$68K 2.53% 7
2025
Q2 		$7.8M Buy
38,021
+3,039
+9% +$614K 2.26% 9
2025
Q1 		$7.77M Buy
34,982
+199
+0.6% +$46.1K 2.41% 7
2024
Q4 		$8.71M Sell
34,783
-1,498
-4% -$353K 2.74% 5
2024
Q3 		$8.45M Buy
36,281
+1,007
+3% +$225K 2.47% 6
2024
Q2 		$7.43M Buy
35,274
+213
+0.6% +$39.7K 2.24% 9
2024
Q1 		$6.01M Sell
35,061
-343
-1% -$62.4K 1.77% 19
2023
Q4 		$6.82M Sell
35,404
-5,872
-14% -$1.08M 2.07% 7
2023
Q3 		$7.07M Sell
41,276
-728
-2% -$134K 2.45% 3
2023
Q2 		$8.15M Buy
42,004
+63
+0.2% +$11K 2.68% 3
2023
Q1 		$6.92M Sell
41,941
-149
-0.4% -$22K 2.23% 5
2022
Q4 		$5.47M Sell
42,090
-902
-2% -$129K 1.77% 24
2022
Q3 		$5.94M Sell
42,992
-471
-1% -$73.9K 2.1% 7
2022
Q2 		$5.94M Buy
43,463
+12,858
+42% +$1.95M 1.91% 12
2022
Q1 		$5.34M Buy
30,605
+333
+1% +$56K 1.45% 31
2021
Q4 		$5.38M Sell
30,272
-1,910
-6% -$302K 1.47% 33
2021
Q3 		$4.55M Buy
32,182
+2,269
+8% +$334K 1.27% 41
2021
Q2 		$4.1M Sell
29,913
-16,497
-36% -$2.14M 1.21% 46
2021
Q1 		$5.67M Sell
46,410
-981
-2% -$126K 1.07% 31
2020
Q4 		$19.5K Buy
47,391
+21,900
+86% +$2.63M 0.04% 191
2020
Q3 		$2.95M Sell
25,491
-72,537
-74% -$7.91M 0.84% 50
2020
Q2 		$8.94K Sell
98,028
-23,108
-19% -$1.79M 1.29% 8
2020
Q1 		$7.7K Sell
121,136
-66,700
-36% -$4.91M 1.26% 12
2019
Q4 		$12.6M Buy
+187,836
New +$12.1M 1.81% 4

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

tru Independence's AAPL Position: Q1 2026 in Review

tru Independence reduced its Apple (AAPL) stake by 7.5% in Q1 2026, selling an estimated $743K and leaving 35,352 shares worth $8.97M. The position accounts for 4.44% of the portfolio, ranked #7.

tru Independence first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.6M in Q4 2019. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • tru Independence held 35,352 shares of Apple worth $8.97M as of Q1 2026.
  • tru Independence sold 2,854 Apple shares in Q1 2026, an estimated $743K.
  • Apple made up 4.44% of tru Independence's portfolio in Q1 2026, its #7 holding.
  • tru Independence first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's Apple position peaked at $12.6M in Q4 2019.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.