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Trivant Custom Portfolio Group, LLC

SEC CIK
0001977992
Latest filing
Jul 27, 2026

AAPL holding history

Apple Inc. in every 13F filed by Trivant Custom Portfolio Group, 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)
62,494
Value
$18.1M
% of portfolio
9.6%
Quarters held
14
Since Q1 2023
Holdings of AAPL by Trivant Custom Portfolio Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,494$18.1M9.6%+131+0.2%AddedHolders
Q1 202662,363$15.8M8.7%−322−0.5%ReducedHolders
Q4 202562,685$17.0M9.8%−169−0.3%ReducedHolders
Q3 202562,854$16.0M8.2%−203−0.3%ReducedHolders
Q2 202563,057$12.9M7.1%−467−0.7%ReducedHolders
Q1 202563,524$14.1M8.1%−5,630−8.1%ReducedHolders
Q4 202469,154$17.3M10.1%−805−1.2%ReducedHolders
Q3 202469,959$16.3M9.4%−657−0.9%ReducedHolders
Q2 202470,616$14.9M9.1%−283−0.4%ReducedHolders
Q1 202470,899$12.2M7.7%−1,674−2.3%ReducedHolders
Q4 202372,573$14.0M9.3%+409+0.6%AddedHolders
Q3 202372,164$12.4M9.1%+405+0.6%AddedHolders
Q2 202371,759$13.9M9.8%−309−0.4%ReducedHolders
Q1 202372,068$11.9M8.5%–No prior filingHolders