BPWM
AAPL icon

Black Point Wealth Management’s Apple AAPL Stock Holding History

Black Point Wealth Management’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
2025
Q2 		– Sell
-2,273
Closed -$505K – 6
2025
Q1 		$505K Sell
2,273
-3,392
-60% -$786K 2.92% 7
2024
Q4 		$1.42M Sell
5,665
-600
-10% -$141K 1.64% 9
2024
Q3 		$1.46M Sell
6,265
-2,308
-27% -$515K 1.69% 8
2024
Q2 		$1.81M Buy
+8,573
New +$1.6M 1.87% 8

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Black Point Wealth Management's AAPL Position: Q2 2025 in Review

Black Point Wealth Management sold out of Apple (AAPL) in Q2 2025, closing a stake of 2,273 shares — an estimated $505K sold.

Black Point Wealth Management first reported a position in AAPL in Q2 2024 and held it in 4 quarters. The position peaked at $1.81M in Q2 2024. 5,593 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Black Point Wealth Management reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 2,273 Apple shares in Q2 2025, an estimated $505K.
  • Black Point Wealth Management first reported a position in Apple in Q2 2024 and held it in 4 quarters.
  • Black Point Wealth Management's Apple position peaked at $1.81M in Q2 2024.
  • 5,593 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Black Point Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.