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Trueblood Wealth Management’s Apple AAPL Stock Holding History

Trueblood Wealth Management’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 		$10M Buy
34,596
+318
+0.9% +$91K 3.49% 2
2026
Q1 		$8.7M Sell
34,278
-312
-0.9% -$81.2K 3.4% 2
2025
Q4 		$9.4M Sell
34,590
-926
-3% -$249K 3.67% 2
2025
Q3 		$9.04M Sell
35,516
-37
-0.1% -$8.36K 3.53% 2
2025
Q2 		$7.29M Buy
35,553
+44
+0.1% +$8.89K 3.05% 2
2025
Q1 		$7.89M Buy
35,509
+195
+0.6% +$45.2K 3.66% 2
2024
Q4 		$8.84M Buy
35,314
+79
+0.2% +$18.6K 4.36% 2
2024
Q3 		$8.21M Sell
35,235
-231
-0.7% -$51.6K 4.12% 2
2024
Q2 		$7.47M Sell
35,466
-152
-0.4% -$28.3K 4.22% 2
2024
Q1 		$6.11M Sell
35,618
-869
-2% -$158K 3.5% 2
2023
Q4 		$7.02M Buy
+36,487
New +$6.74M 4.41% 2

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

Trueblood Wealth Management's AAPL Position: Q2 2026 in Review

Trueblood Wealth Management increased its Apple (AAPL) stake by 0.93% in Q2 2026, buying an estimated $91K and bringing the position to 34,596 shares worth $10M. The position accounts for 3.49% of the portfolio, ranked #2.

Trueblood Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Trueblood Wealth Management held 34,596 shares of Apple worth $10M as of Q2 2026.
  • Trueblood Wealth Management bought 318 Apple shares in Q2 2026, an estimated $91K.
  • Apple made up 3.49% of Trueblood Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Trueblood Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.