Trust Company of the South’s Apple AAPL Stock Holding History

Trust Company of the South’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	$27.2M	Sell	93,977 -2,181	-2%	-$624K	3.83%	8
2026 Q1	$24.4M	Buy	96,158 +2,673	+3%	+$696K	3.92%	8
2025 Q4	$25.4M	Buy	93,485 +3,484	+4%	+$935K	4.09%	8
2025 Q3	$22.9M	Buy	90,001 +4,094	+5%	+$925K	3.8%	8
2025 Q2	$17.6M	Buy	85,907 +245	+0.3%	+$49.5K	3.13%	8
2025 Q1	$19M	Sell	85,662 -4,039	-5%	-$936K	3.98%	6
2024 Q4	$22.5M	Buy	89,701 +15,758	+21%	+$3.71M	4.57%	5
2024 Q3	$17.2M	Sell	73,943 -44	-0.1%	-$9.83K	3.65%	6
2024 Q2	$15.6M	Sell	73,987 -368	-0.5%	-$68.6K	3.69%	6
2024 Q1	$12.8M	Buy	+74,355	New	+$13.5M	2.95%	8

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Trust Company of the South's AAPL Position: Q2 2026 in Review

Trust Company of the South reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $624K and leaving 93,977 shares worth $27.2M. The position accounts for 3.83% of the portfolio, ranked #8.

Trust Company of the South first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Trust Company of the South held 93,977 shares of Apple worth $27.2M as of Q2 2026.
Trust Company of the South sold 2,181 Apple shares in Q2 2026, an estimated $624K.
Apple made up 3.83% of Trust Company of the South's portfolio in Q2 2026, its #8 holding.
Trust Company of the South first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.