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True North Advisors’s Apple AAPL Stock Holding History

True North 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 		$86.9M Buy
300,395
+759
+0.3% +$217K 8.31% 2
2026
Q1 		$76M Sell
299,636
-2,054
-0.7% -$535K 8.67% 2
2025
Q4 		$82M Sell
301,690
-3,119
-1% -$837K 10.6% 1
2025
Q3 		$77.6M Buy
304,809
+193,474
+174% +$43.7M 12.32% 2
2025
Q2 		$22.8M Buy
111,335
+2,982
+3% +$602K 4.38% 3
2025
Q1 		$24.1M Buy
108,353
+2,094
+2% +$485K 4.27% 3
2024
Q4 		$26.6M Buy
106,259
+5,937
+6% +$1.4M 6.27% 3
2024
Q3 		$23.4M Sell
100,322
-19,588
-16% -$4.37M 6.12% 3
2024
Q2 		$25.3M Sell
119,910
-10,291
-8% -$1.92M 6.75% 3
2024
Q1 		$22.3M Sell
130,201
-5,188
-4% -$943K 6.16% 3
2023
Q4 		$26.1M Sell
135,389
-3,175
-2% -$586K 6.69% 4
2023
Q3 		$23.7M Sell
138,564
-458
-0.3% -$84K 7.31% 3
2023
Q2 		$27M Buy
139,022
+5,093
+4% +$887K 7.65% 3
2023
Q1 		$22.1M Sell
133,929
-579
-0.4% -$85.4K 6.5% 3
2022
Q4 		$17.5M Buy
134,508
+743
+0.6% +$106K 5.96% 3
2022
Q3 		$18.5M Sell
133,765
-3,807
-3% -$598K 6.06% 3
2022
Q2 		$18.8M Buy
137,572
+3,103
+2% +$470K 5.86% 3
2022
Q1 		$23.5M Sell
134,469
-67,539
-33% -$11.4M 6.31% 3
2021
Q4 		$35.9M Buy
202,008
+13,902
+7% +$2.2M 6.06% 2
2021
Q3 		$26.6M Buy
188,106
+26,119
+16% +$3.85M 5.24% 2
2021
Q2 		$22.2M Buy
161,987
+17,104
+12% +$2.22M 4.62% 5
2021
Q1 		$17.7M Sell
144,883
-266
-0.2% -$34.1K 4.2% 6
2020
Q4 		$19.3M Sell
145,149
-10,051
-6% -$1.21M 4.95% 4
2020
Q3 		$18M Sell
155,200
-57,624
-27% -$6.29M 5.24% 2
2020
Q2 		$19.4M Sell
212,824
-23,340
-10% -$1.81M 4.67% 3
2020
Q1 		$15M Sell
236,164
-740
-0.3% -$54.4K 5.12% 3
2019
Q4 		$17.4M Buy
+236,904
New +$15.2M 4.89% 5

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

True North Advisors's AAPL Position: Q2 2026 in Review

True North Advisors increased its Apple (AAPL) stake by 0.25% in Q2 2026, buying an estimated $217K and bringing the position to 300,395 shares worth $86.9M. The position accounts for 8.31% of the portfolio, ranked #2.

True North Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • True North Advisors held 300,395 shares of Apple worth $86.9M as of Q2 2026.
  • True North Advisors bought 759 Apple shares in Q2 2026, an estimated $217K.
  • Apple made up 8.31% of True North Advisors's portfolio in Q2 2026, its #2 holding.
  • True North Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.