TrueWealth Financial Partners’s Apple AAPL Stock Holding History

TrueWealth Financial Partners’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	$521K	Sell	1,799 -13,359	-88%	-$3.82M	0.22%	24
2026 Q1	$3.85M	Buy	+15,158	New	+$3.94M	1.53%	16
2025 Q3	–	Sell	-2,312	Closed	-$474K	–	26
2025 Q2	$474K	Buy	2,312 +136	+6%	+$27.5K	0.26%	24
2025 Q1	$483K	Sell	2,176 -3,034	-58%	-$703K	0.29%	22
2024 Q4	$1.3M	Hold	5,210	–	–	0.81%	16
2024 Q3	$1.21M	Hold	5,210	–	–	0.73%	16
2024 Q2	$1.1M	Hold	5,210	–	–	0.71%	16
2024 Q1	$893K	Hold	5,210	–	–	0.63%	15
2023 Q4	$1M	Hold	5,210	–	–	0.76%	14
2023 Q3	$892K	Buy	5,210 +3,552	+214%	+$651K	0.73%	14
2023 Q2	$322K	Buy	+1,658	New	+$289K	0.27%	16

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TrueWealth Financial Partners's AAPL Position: Q2 2026 in Review

TrueWealth Financial Partners reduced its Apple (AAPL) stake by 88% in Q2 2026, selling an estimated $3.82M and leaving 1,799 shares worth $521K. The position accounts for 0.22% of the portfolio, ranked #24.

TrueWealth Financial Partners first reported a position in AAPL in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q1 2026. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

TrueWealth Financial Partners held 1,799 shares of Apple worth $521K as of Q2 2026.
TrueWealth Financial Partners sold 13,359 Apple shares in Q2 2026, an estimated $3.82M.
Apple made up 0.22% of TrueWealth Financial Partners's portfolio in Q2 2026, its #24 holding.
TrueWealth Financial Partners first reported a position in Apple in Q2 2023 and has held it in 11 quarters since.
TrueWealth Financial Partners's Apple position peaked at $3.85M in Q1 2026.
6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.