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Basepoint Wealth’s Apple AAPL Stock Holding History

Basepoint 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
Q1 		$3.17M Sell
12,478
-123
-1% -$32K 1.81% 8
2025
Q4 		$3.43M Sell
12,601
-222
-2% -$59.6K 2.08% 6
2025
Q3 		$3.27M Buy
12,823
+611
+5% +$138K 2.31% 6
2025
Q2 		$2.51M Sell
12,212
-455
-4% -$91.9K 1.94% 8
2025
Q1 		$2.81M Buy
12,667
+81
+0.6% +$18.8K 2.2% 7
2024
Q4 		$3.15M Sell
12,586
-398
-3% -$93.8K 2.51% 7
2024
Q3 		$3.03M Buy
12,984
+354
+3% +$79.1K 2.23% 8
2024
Q2 		$2.66M Sell
12,630
-604
-5% -$113K 2.1% 8
2024
Q1 		$2.27M Buy
13,234
+1,757
+15% +$319K 1.71% 9
2023
Q4 		$2.21M Buy
11,477
+280
+3% +$51.7K 1.77% 11
2023
Q3 		$1.92M Sell
11,197
-348
-3% -$63.8K 1.56% 12
2023
Q2 		$2.24M Sell
11,545
-399
-3% -$69.5K 1.85% 9
2023
Q1 		$1.97M Buy
11,944
+19
+0.2% +$2.8K 1.64% 10
2022
Q4 		$1.55M Sell
11,925
-333
-3% -$47.6K 1.37% 12
2022
Q3 		$1.69M Sell
12,258
-238
-2% -$37.4K 1.81% 8
2022
Q2 		$1.71M Sell
12,496
-785
-6% -$119K 1.78% 9
2022
Q1 		$2.32M Sell
13,281
-254
-2% -$42.7K 2.14% 8
2021
Q4 		$2.4M Buy
+13,535
New +$2.14M 2.36% 8

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Basepoint Wealth's AAPL Position: Q1 2026 in Review

Basepoint Wealth reduced its Apple (AAPL) stake by 0.98% in Q1 2026, selling an estimated $32K and leaving 12,478 shares worth $3.17M. The position accounts for 1.81% of the portfolio, ranked #8.

Basepoint Wealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.43M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Basepoint Wealth held 12,478 shares of Apple worth $3.17M as of Q1 2026.
  • Basepoint Wealth sold 123 Apple shares in Q1 2026, an estimated $32K.
  • Apple made up 1.81% of Basepoint Wealth's portfolio in Q1 2026, its #8 holding.
  • Basepoint Wealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's Apple position peaked at $3.43M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.