AAPL β€” APPLE INC

Ownership history in Global Trust Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Global Trust Wealth Management LLC reported APPLE INC (AAPL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.61% in 2025 Q4. The latest visible filing shows AAPL at 2.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Trust Wealth Management LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAPL was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Trust Wealth Management LLC held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,961 -9 -0.1% 2.49% $3.3M 2026-04-14 $258.83
2025 Q4 INITIATED 12,970 β€” β€” 2.61% $3.5M 2026-01-28 $256.20

FAQ About Global Trust Wealth Management LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Trust Wealth Management LLC reported owning AAPL?

Global Trust Wealth Management LLC reported AAPL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported AAPL position in Global Trust Wealth Management LLC's portfolio?

The largest reported portfolio weight for AAPL was 2.61% in 2025 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Global Trust Wealth Management LLC reported 12,961 shares, equal to 2.49% of portfolio, with an estimated market value of $3.3M.

What does the chart on this AAPL ownership page compare?

The chart compares Global Trust Wealth Management LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Global Trust Wealth Management LLC Holdings