TruWealth Advisors’s Apple AAPL Stock Holding History

TruWealth Advisors’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 Q1	$52.2M	Buy	205,870 +4,590	+2%	+$1.19M	2.51%	7
2025 Q4	$54.7M	Buy	201,280 +826	+0.4%	+$222K	2.68%	8
2025 Q3	$51M	Buy	200,454 +3,028	+2%	+$684K	2.58%	10
2025 Q2	$40.5M	Buy	197,426 +8,144	+4%	+$1.64M	2.23%	11
2025 Q1	$42M	Buy	189,282 +5,120	+3%	+$1.19M	2.54%	10
2024 Q4	$46.1M	Buy	184,162 +2,610	+1%	+$615K	2.78%	10
2024 Q3	$42.3M	Buy	181,552 +1,441	+0.8%	+$322K	2.59%	8
2024 Q2	$37.9M	Buy	180,111 +2,697	+2%	+$503K	2.52%	9
2024 Q1	$30.4M	Buy	177,414 +4,676	+3%	+$850K	2.12%	15
2023 Q4	$33.3M	Buy	172,738 +1,789	+1%	+$330K	2.54%	10
2023 Q3	$29.3M	Buy	170,949 +4,278	+3%	+$785K	2.52%	8
2023 Q2	$32.3M	Sell	166,671 -18,134	-10%	-$3.16M	2.78%	9
2023 Q1	$30.5M	Buy	184,805 +1,423	+0.8%	+$210K	2.79%	7
2022 Q4	$23.8M	Buy	183,382 +2,947	+2%	+$421K	2.33%	9
2022 Q3	$24.9M	Buy	180,435 +4,500	+3%	+$706K	2.64%	7
2022 Q2	$24.1M	Buy	175,935 +13,356	+8%	+$2.02M	2.58%	7
2022 Q1	$28.4M	Buy	162,579 +7,061	+5%	+$1.19M	2.95%	8
2021 Q4	$27.6M	Buy	155,518 +3,696	+2%	+$584K	2.8%	7
2021 Q3	$21.5M	Buy	151,822 +2,572	+2%	+$379K	2.4%	9
2021 Q2	$20.4M	Buy	149,250 +5,243	+4%	+$679K	2.4%	9
2021 Q1	$17.6M	Buy	144,007 +4,928	+4%	+$633K	2.39%	9
2020 Q4	$18.5M	Buy	+139,079	New	+$16.7M	2.75%	8

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TruWealth Advisors's AAPL Position: Q1 2026 in Review

TruWealth Advisors increased its Apple (AAPL) stake by 2.3% in Q1 2026, buying an estimated $1.19M and bringing the position to 205,870 shares worth $52.2M. The position accounts for 2.51% of the portfolio, ranked #7.

TruWealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $54.7M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

TruWealth Advisors held 205,870 shares of Apple worth $52.2M as of Q1 2026.
TruWealth Advisors bought 4,590 Apple shares in Q1 2026, an estimated $1.19M.
Apple made up 2.51% of TruWealth Advisors's portfolio in Q1 2026, its #7 holding.
TruWealth Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's Apple position peaked at $54.7M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.