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Twin City Private Wealth’s Apple AAPL Stock Holding History

Twin City Private Wealth’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 		$254K Sell
877
-1,002
-53% -$287K 0.18% 96
2026
Q1 		$477K Sell
1,879
-4
-0.2% -$1.04K 0.36% 80
2025
Q4 		$512K Sell
1,883
-1
-0.1% -$268 0.39% 75
2025
Q3 		$480K Sell
1,884
-1
-0.1% -$226 0.37% 77
2025
Q2 		$387K Sell
1,885
-164
-8% -$33.1K 0.32% 79
2025
Q1 		$455K Buy
2,049
+75
+4% +$17.4K 0.4% 74
2024
Q4 		$494K Buy
1,974
+970
+97% +$229K 0.44% 71
2024
Q3 		$234K Buy
1,004
+34
+4% +$7.59K 0.2% 87
2024
Q2 		$204K Sell
970
-1,951
-67% -$364K 0.19% 85
2024
Q1 		$501K Buy
+2,921
New +$531K 0.49% 66

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

Twin City Private Wealth's AAPL Position: Q2 2026 in Review

Twin City Private Wealth reduced its Apple (AAPL) stake by 53% in Q2 2026, selling an estimated $287K and leaving 877 shares worth $254K. The position accounts for 0.18% of the portfolio, ranked #96.

Twin City Private Wealth first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $512K in Q4 2025. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Twin City Private Wealth held 877 shares of Apple worth $254K as of Q2 2026.
  • Twin City Private Wealth sold 1,002 Apple shares in Q2 2026, an estimated $287K.
  • Apple made up 0.18% of Twin City Private Wealth's portfolio in Q2 2026, its #96 holding.
  • Twin City Private Wealth first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's Apple position peaked at $512K in Q4 2025.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.