Trinity Wealth Management, LLC / AAPL
Trinity Wealth Management, LLC’s Apple Inc Position
Does Trinity Wealth Management, LLC own Apple Inc (AAPL)? Yes — 11.3K shares worth $3M (+1.03% of its 13F portfolio) as of Q2 2026, up from 10.8K shares the prior filed quarter.
Position Value
$3M
Q2 2026
Shares
11.3K
% of Portfolio
+1.03%
Quarters Held
26
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 11.3K | $3M | +1.03% |
| Q1 2026 | 10.8K | $3M | +1.01% |
| Q4 2025 | 11.1K | $3M | +1.11% |
| Q3 2025 | 10.3K | $3M | +0.98% |
| Q2 2025 | 10.5K | $2M | +0.85% |
| Q1 2025 | 9.3K | $2M | +0.94% |
| Q4 2024 | 9.3K | $2M | +1.05% |
| Q3 2024 | 9.3K | $2M | +1.00% |
| Q2 2024 | 5.4K | $1M | +0.57% |
| Q1 2024 | 5.9K | $1M | +0.52% |
| Q4 2023 | 6.1K | $1M | +0.70% |
| Q3 2023 | 6.3K | $1M | +0.67% |
| Q2 2023 | 6.6K | $1M | +0.78% |
| Q1 2023 | 6.9K | $1M | +0.75% |
| Q4 2022 | 6.8K | $888,983 | +0.63% |
| Q3 2022 | 5.8K | $805,000 | +0.64% |
| Q2 2022 | 6.0K | $823,000 | +0.64% |
| Q1 2022 | 6.0K | $1M | +0.74% |
| Q4 2021 | 5.9K | $1M | +0.73% |
| Q3 2021 | 5.8K | $827,000 | +0.63% |
| Q2 2021 | 5.8K | $800,000 | +0.63% |
| Q1 2021 | 8.0K | $974,000 | +0.85% |
| Q4 2020 | 7.9K | $1M | +0.95% |
| Q2 2020 | 1.6K | $584,000 | +0.81% |
| Q1 2020 | 1.6K | $400,000 | +0.52% |
| Q4 2019 | 1.5K | $428,000 | +0.43% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Trinity Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.