TruNorth Capital Management’s Apple AAPL Stock Holding History

TruNorth Capital 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 Q3	$6.23M	Buy	18,707 +2,217	+13%	+$712K	0.97%	17
2026 Q2	$4.77M	Buy	16,490 +351	+2%	+$100K	0.77%	22
2026 Q1	$4.1M	Buy	16,139 +612	+4%	+$159K	0.79%	22
2025 Q4	$4.22M	Buy	15,527 +3,492	+29%	+$937K	0.8%	20
2025 Q3	$3.06M	Sell	12,035 -1,683	-12%	-$380K	0.61%	22
2025 Q2	$2.81M	Sell	13,718 -898	-6%	-$181K	0.63%	22
2025 Q1	$3.25M	Buy	14,616 +165	+1%	+$38.2K	0.81%	20
2024 Q4	$3.62M	Buy	14,451 +4,621	+47%	+$1.09M	0.99%	18
2024 Q3	$2.29M	Sell	9,830 -244	-2%	-$54.5K	0.68%	21
2024 Q2	$2.12M	Buy	10,074 +70	+0.7%	+$13.1K	0.69%	22
2024 Q1	$1.72M	Buy	+10,004	New	+$1.82M	0.59%	21

Other funds holding AAPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

TruNorth Capital Management's AAPL Position: Q3 2026 in Review

TruNorth Capital Management increased its Apple (AAPL) stake by 13% in Q3 2026, buying an estimated $712K and bringing the position to 18,707 shares worth $6.23M. The position accounts for 0.97% of the portfolio, ranked #17.

TruNorth Capital Management first reported a position in AAPL in Q1 2024 and has held it in 11 quarters since. 1,063 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

TruNorth Capital Management held 18,707 shares of Apple worth $6.23M as of Q3 2026.
TruNorth Capital Management bought 2,217 Apple shares in Q3 2026, an estimated $712K.
Apple made up 0.97% of TruNorth Capital Management's portfolio in Q3 2026, its #17 holding.
TruNorth Capital Management first reported a position in Apple in Q1 2024 and has held it in 11 quarters since.
1,063 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.