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True Wealth Design’s Apple AAPL Stock Holding History

True Wealth Design’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 		$2.66M Sell
9,177
-62
-0.7% -$17.7K 0.63% 17
2026
Q1 		$2.34M Buy
9,239
+661
+8% +$172K 0.65% 16
2025
Q4 		$2.33M Buy
8,578
+303
+4% +$81.3K 0.68% 16
2025
Q3 		$2.11M Buy
8,275
+826
+11% +$187K 0.64% 17
2025
Q2 		$1.53M Buy
7,449
+230
+3% +$46.4K 0.54% 20
2025
Q1 		$1.6M Buy
7,219
+110
+2% +$25.5K 0.61% 15
2024
Q4 		$1.78M Buy
7,109
+880
+14% +$207K 0.69% 15
2024
Q3 		$1.45M Sell
6,229
-3,591
-37% -$802K 0.57% 15
2024
Q2 		$2.07M Buy
9,820
+951
+11% +$177K 0.51% 22
2024
Q1 		$1.52M Buy
8,869
+111
+1% +$20.2K 0.38% 24
2023
Q4 		$1.69M Buy
8,758
+817
+10% +$151K 0.47% 23
2023
Q3 		$1.36M Sell
7,941
-2
-0% -$367 0.46% 23
2023
Q2 		$1.54M Sell
7,943
-1,723
-18% -$300K 0.56% 21
2023
Q1 		$1.59M Buy
9,666
+5
+0.1% +$738 0.67% 23
2022
Q4 		$1.26M Buy
+9,661
New +$1.38M 0.58% 21

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 Wealth Design's AAPL Position: Q2 2026 in Review

True Wealth Design reduced its Apple (AAPL) stake by 0.67% in Q2 2026, selling an estimated $17.7K and leaving 9,177 shares worth $2.66M. The position accounts for 0.63% of the portfolio, ranked #17.

True Wealth Design first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • True Wealth Design held 9,177 shares of Apple worth $2.66M as of Q2 2026.
  • True Wealth Design sold 62 Apple shares in Q2 2026, an estimated $17.7K.
  • Apple made up 0.63% of True Wealth Design's portfolio in Q2 2026, its #17 holding.
  • True Wealth Design first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.