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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
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

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

TruNorth Capital Management's AAPL Position: Q2 2026 in Review

TruNorth Capital Management increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $100K and bringing the position to 16,490 shares worth $4.77M. The position accounts for 0.77% of the portfolio, ranked #22.

TruNorth Capital Management first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TruNorth Capital Management held 16,490 shares of Apple worth $4.77M as of Q2 2026.
  • TruNorth Capital Management bought 351 Apple shares in Q2 2026, an estimated $100K.
  • Apple made up 0.77% of TruNorth Capital Management's portfolio in Q2 2026, its #22 holding.
  • TruNorth Capital Management first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.