Trust Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.8M | Sell |
65,115
-588
| -0.9% | -$168K | 9% | 2 |
|
|
2026
Q1 | $16.7M | Sell |
65,703
-5,023
| -7% | -$1.31M | 9.76% | 2 |
|
|
2025
Q4 | $19.2M | Buy |
70,726
+1,093
| +2% | +$293K | 10.23% | 2 |
|
|
2025
Q3 | $17.7M | Sell |
69,633
-56
| -0.1% | -$12.7K | 9.97% | 1 |
|
|
2025
Q2 | $14.3M | Sell |
69,689
-2,069
| -3% | -$418K | 8.68% | 2 |
|
|
2025
Q1 | $15.9M | Buy |
71,758
+1,007
| +1% | +$233K | 10.26% | 2 |
|
|
2024
Q4 | $17.7M | Buy |
70,751
+20,921
| +42% | +$4.93M | 11.31% | 1 |
|
|
2024
Q3 | $11.6M | Sell |
49,830
-4,513
| -8% | -$1.01M | 7.4% | 2 |
|
|
2024
Q2 | $11.4M | Buy |
54,343
+1,309
| +2% | +$244K | 7.28% | 2 |
|
|
2024
Q1 | $9.09M | Sell |
53,034
-2,027
| -4% | -$369K | 6.56% | 3 |
|
|
2023
Q4 | $10.6M | Sell |
55,061
-316
| -0.6% | -$58.3K | 8.26% | 1 |
|
|
2023
Q3 | $9.48M | Sell |
55,377
-518
| -0.9% | -$95K | 8.15% | 2 |
|
|
2023
Q2 | $10.8M | Sell |
55,895
-430
| -0.8% | -$74.9K | 8.75% | 1 |
|
|
2023
Q1 | $9.29M | Sell |
56,325
-88
| -0.2% | -$13K | 8.32% | 1 |
|
|
2022
Q4 | $7.33M | Sell |
56,413
-1,465
| -3% | -$209K | 6.91% | 1 |
|
|
2022
Q3 | $8M | Sell |
57,878
-835
| -1% | -$131K | 8.35% | 1 |
|
|
2022
Q2 | $8.03M | Sell |
58,713
-8,112
| -12% | -$1.23M | 7.71% | 1 |
|
|
2022
Q1 | $11.7M | Sell |
66,825
-627
| -0.9% | -$105K | 9.5% | 1 |
|
|
2021
Q4 | $12M | Buy |
67,452
+598
| +0.9% | +$94.5K | 9.44% | 1 |
|
|
2021
Q3 | $9.46M | Sell |
66,854
-2,904
| -4% | -$428K | 8.46% | 1 |
|
|
2021
Q2 | $9.55M | Sell |
69,758
-6,909
| -9% | -$895K | 8.45% | 1 |
|
|
2021
Q1 | $9.37M | Sell |
76,667
-2,927
| -4% | -$376K | 9.18% | 1 |
|
|
2020
Q4 | $10.6M | Sell |
79,594
-1,603
| -2% | -$193K | 10.71% | 1 |
|
|
2020
Q3 | $9.4M | Sell |
81,197
-3,139
| -4% | -$343K | 10.92% | 1 |
|
|
2020
Q2 | $7.69M | Buy |
84,336
+428
| +0.5% | +$33.2K | 9.86% | 1 |
|
|
2020
Q1 | $5.33M | Buy |
83,908
+836
| +1% | +$61.5K | 8.83% | 1 |
|
|
2019
Q4 | $6.1M | Sell |
83,072
-2,016
| -2% | -$130K | 7.59% | 1 |
|
|
2019
Q3 | $4.76M | Sell |
85,088
-900
| -1% | -$47.1K | 6.16% | 1 |
|
|
2019
Q2 | $4.25M | Sell |
85,988
-9,156
| -10% | -$446K | 5.36% | 2 |
|
|
2019
Q1 | $4.52M | Sell |
95,144
-9,476
| -9% | -$402K | 5.32% | 2 |
|
|
2018
Q4 | $4.13M | Sell |
104,620
-6,708
| -6% | -$325K | 5.21% | 1 |
|
|
2018
Q3 | $6.28M | Buy |
111,328
+208
| +0.2% | +$10.8K | 6.45% | 1 |
|
|
2018
Q2 | $5.14M | Sell |
111,120
-924
| -0.8% | -$41.9K | 5.65% | 1 |
|
|
2018
Q1 | $4.7M | Sell |
112,044
-4,060
| -3% | -$175K | 5.4% | 1 |
|
|
2017
Q4 | $4.91M | Sell |
116,104
-5,736
| -5% | -$240K | 5.45% | 1 |
|
|
2017
Q3 | $4.7M | Sell |
121,840
-11,564
| -9% | -$449K | 5.31% | 1 |
|
|
2017
Q2 | $4.8M | Sell |
133,404
-4,440
| -3% | -$164K | 5.16% | 1 |
|
|
2017
Q1 | $4.95M | Sell |
137,844
-3,420
| -2% | -$113K | 5.32% | 1 |
|
|
2016
Q4 | $4.09M | Sell |
141,264
-6,280
| -4% | -$178K | 4.64% | 1 |
|
|
2016
Q3 | $4.17M | Sell |
147,544
-3,996
| -3% | -$106K | 4.74% | 1 |
|
|
2016
Q2 | $3.62M | Sell |
151,540
-4,828
| -3% | -$120K | 4.26% | 1 |
|
|
2016
Q1 | $4.26M | Buy |
156,368
+80
| +0.1% | +$1.99K | 4.8% | 1 |
|
|
2015
Q4 | $4.11M | Buy |
156,288
+2,940
| +2% | +$84K | 4.95% | 1 |
|
|
2015
Q3 | $4.23M | Sell |
153,348
-132
| -0.1% | -$3.87K | 4.8% | 1 |
|
|
2015
Q2 | $4.81M | Buy |
153,480
+1,700
| +1% | +$54.4K | 4.89% | 1 |
|
|
2015
Q1 | $4.72M | Sell |
151,780
-32
| -0% | -$966 | 4.69% | 1 |
|
|
2014
Q4 | $4.19M | Sell |
151,812
-4,736
| -3% | -$129K | 4.27% | 1 |
|
|
2014
Q3 | $3.94M | Buy |
156,548
+872
| +0.6% | +$21.4K | 3.8% | 1 |
|
|
2014
Q2 | $3.62M | Sell |
155,676
-107,076
| -41% | -$2.28M | 3.48% | 1 |
|
|
2014
Q1 | $5.04M | Buy |
262,752
+44,492
| +20% | +$846K | 5.06% | 1 |
|
|
2013
Q4 | $4.37M | Buy |
+218,260
| New | +$4.12M | 4.51% | 1 |
|
Other funds holding AAPL
CRM
CNB
Trust Investment Advisors's AAPL Position: Q2 2026 in Review
Trust Investment Advisors reduced its Apple (AAPL) stake by 0.89% in Q2 2026, selling an estimated $168K and leaving 65,115 shares worth $18.8M. The position accounts for 9% of the portfolio, ranked #2.
Trust Investment Advisors first reported a position in AAPL in Q4 2013 and has held it in 51 quarters since. The position peaked at $19.2M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Trust Investment Advisors held 65,115 shares of Apple worth $18.8M as of Q2 2026.
- Trust Investment Advisors sold 588 Apple shares in Q2 2026, an estimated $168K.
- Apple made up 9% of Trust Investment Advisors's portfolio in Q2 2026, its #2 holding.
- Trust Investment Advisors first reported a position in Apple in Q4 2013 and has held it in 51 quarters since.
- Trust Investment Advisors's Apple position peaked at $19.2M in Q4 2025.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.