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True Link Financial Advisors’s Apple AAPL Stock Holding History

True Link Financial Advisors’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 		$1.24M Sell
4,279
-103
-2% -$29.5K 0.07% 27
2026
Q1 		$1.11M Sell
4,382
-377
-8% -$98.1K 0.07% 27
2025
Q4 		$1.29M Buy
4,759
+1,725
+57% +$463K 0.08% 35
2025
Q3 		$773K Sell
3,034
-58
-2% -$13.1K 0.05% 39
2025
Q2 		$634K Sell
3,092
-184
-6% -$37.2K 0.04% 44
2025
Q1 		$728K Buy
3,276
+624
+24% +$145K 0.05% 40
2024
Q4 		$664K Buy
2,652
+19
+0.7% +$4.48K 0.06% 31
2024
Q3 		$613K Sell
2,633
-191
-7% -$42.7K 0.05% 33
2024
Q2 		$595K Sell
2,824
-1,250
-31% -$233K 0.06% 36
2024
Q1 		$699K Buy
4,074
+269
+7% +$48.9K 0.07% 33
2023
Q4 		$733K Sell
3,805
-1,691
-31% -$312K 0.08% 34
2023
Q3 		$941K Buy
5,496
+416
+8% +$76.3K 0.11% 52
2023
Q2 		$985K Buy
5,080
+2,670
+111% +$465K 0.12% 51
2023
Q1 		$397K Sell
2,410
-118
-5% -$17.4K 0.05% 86
2022
Q4 		$328K Sell
2,528
-109
-4% -$15.6K 0.04% 97
2022
Q3 		$364K Buy
+2,637
New +$414K 0.05% 96
2022
Q2 		– Sell
-1,444
Closed -$252K – 123
2022
Q1 		$252K Buy
1,444
+224
+18% +$37.7K 0.04% 114
2021
Q4 		$217K Hold
1,220
– – 0.03% 225
2021
Q3 		$173K Sell
1,220
-77
-6% -$11.3K 0.02% 252
2021
Q2 		$178K Sell
1,297
-280
-18% -$36.3K 0.03% 214
2021
Q1 		$193K Sell
1,577
-800
-34% -$103K 0.03% 253
2020
Q4 		$315K Buy
+2,377
New +$286K 0.05% 156

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

True Link Financial Advisors's AAPL Position: Q2 2026 in Review

True Link Financial Advisors reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $29.5K and leaving 4,279 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #27.

True Link Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.29M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • True Link Financial Advisors held 4,279 shares of Apple worth $1.24M as of Q2 2026.
  • True Link Financial Advisors sold 103 Apple shares in Q2 2026, an estimated $29.5K.
  • Apple made up 0.07% of True Link Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • True Link Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • True Link Financial Advisors's Apple position peaked at $1.29M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.