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Livermore
Livermore
ZHEN

Trinity Wealth Management, LLC

SEC CIK
0001685364
Latest filing
Jul 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by Trinity Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
11,266
Value
$3.26M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Trinity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,266$3.26M1.0%+432+4.0%AddedHolders
Q1 202610,834$2.75M1.0%−229−2.1%ReducedHolders
Q4 202511,063$3.01M1.1%+754+7.3%AddedHolders
Q3 202510,309$2.63M1.0%−158−1.5%ReducedHolders
Q2 202510,467$2.15M0.9%+1,161+12.5%AddedHolders
Q1 20259,306$2.07M0.9%+51+0.6%AddedHolders
Q4 20249,255$2.32M1.0%−94−1.0%ReducedHolders
Q3 20249,349$2.18M1.0%+3,952+73.2%AddedHolders
Q2 20245,397$1.14M0.6%−497−8.4%ReducedHolders
Q1 20245,894$1.01M0.5%−160−2.6%ReducedHolders
Q4 20236,054$1.17M0.7%−264−4.2%ReducedHolders
Q3 20236,318$1.08M0.7%−262−4.0%ReducedHolders
Q2 20236,580$1.28M0.8%−336−4.9%ReducedHolders
Q1 20236,916$1.14M0.7%+74+1.1%AddedHolders
Q4 20226,842$889.0K0.6%+1,016+17.4%AddedHolders
Q3 20225,826$805.0K0.6%−195−3.2%ReducedHolders
Q2 20226,021$823.0K0.6%+9+0.1%AddedHolders
Q1 20226,012$1.05M0.7%+67+1.1%AddedHolders
Q4 20215,945$1.06M0.7%+104+1.8%AddedHolders
Q3 20215,841$827.0K0.6%+3+0.1%AddedHolders
Q2 20215,838$800.0K0.6%−2,133−26.8%ReducedHolders
Q1 20217,971$974.0K0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.