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TrueFG’s Apple AAPL Stock Holding History

TrueFG’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
Q3 		$2.26M Sell
6,796
-76
-1% -$24.4K 0.53% 16
2026
Q2 		$1.99M Sell
6,872
-262
-4% -$74.9K 0.46% 15
2026
Q1 		$1.81M Hold
7,134
– – 0.48% 15
2025
Q4 		$1.94M Sell
7,134
-30
-0.4% -$8.05K 0.52% 15
2025
Q3 		$1.82M Sell
7,164
-721
-9% -$163K 0.5% 15
2025
Q2 		$1.62M Buy
+7,885
New +$1.59M 0.48% 15
2025
Q1 		– Sell
-6,912
Closed -$1.73M – 51
2024
Q4 		$1.73M Buy
6,912
+1,522
+28% +$359K 0.57% 15
2024
Q3 		$1.26M Buy
5,390
+384
+8% +$85.8K 0.41% 15
2024
Q2 		$1.05M Sell
5,006
-286
-5% -$53.3K 0.38% 15
2024
Q1 		$907K Sell
5,292
-100
-2% -$18.2K 0.33% 15
2023
Q4 		$1.04M Sell
5,392
-336
-6% -$62K 0.41% 15
2023
Q3 		$981K Buy
5,728
+291
+5% +$53.4K 0.42% 15
2023
Q2 		$1.05M Sell
5,437
-1,045
-16% -$182K 0.45% 15
2023
Q1 		$1.07M Buy
6,482
+98
+2% +$14.5K 0.48% 15
2022
Q4 		$829K Buy
6,384
+75
+1% +$10.7K 0.4% 15
2022
Q3 		$872K Sell
6,309
-2
-0% -$314 0.46% 15
2022
Q2 		$863K Buy
6,311
+5
+0.1% +$757 0.44% 16
2022
Q1 		$1.1M Buy
6,306
+17
+0.3% +$2.86K 0.5% 15
2021
Q4 		$1.12M Buy
6,289
+192
+3% +$30.3K 0.49% 16
2021
Q3 		$913K Buy
6,097
+789
+15% +$116K 0.41% 16
2021
Q2 		$727K Sell
5,308
-97
-2% -$12.6K 0.37% 16
2021
Q1 		$660K Sell
5,405
-391
-7% -$50.2K 0.36% 15
2020
Q4 		$769K Sell
5,796
-568
-9% -$68.3K 0.46% 15
2020
Q3 		$737K Buy
6,364
+572
+10% +$62.4K 0.51% 15
2020
Q2 		$528K Sell
5,792
-1,228
-17% -$95.2K 0.4% 16
2020
Q1 		$446K Buy
7,020
+16
+0.2% +$1.18K 0.4% 16
2019
Q4 		$514K Buy
+7,004
New +$451K 0.39% 19

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

TrueFG's AAPL Position: Q3 2026 in Review

TrueFG reduced its Apple (AAPL) stake by 1.1% in Q3 2026, selling an estimated $24.4K and leaving 6,796 shares worth $2.26M. The position accounts for 0.53% of the portfolio, ranked #16.

TrueFG first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • TrueFG held 6,796 shares of Apple worth $2.26M as of Q3 2026.
  • TrueFG sold 76 Apple shares in Q3 2026, an estimated $24.4K.
  • Apple made up 0.53% of TrueFG's portfolio in Q3 2026, its #16 holding.
  • TrueFG first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.