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Cardinal Point Capital Management’s Apple AAPL Stock Holding History

Cardinal Point Capital 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
2026
Q2 		$69.8M Buy
241,074
+6,429
+3% +$1.84M 3.95% 6
2026
Q1 		$59.6M Sell
234,645
-39,522
-14% -$10.3M 3.65% 6
2025
Q4 		$74.5M Sell
274,167
-4,187
-2% -$1.12M 4.87% 2
2025
Q3 		$70.6M Buy
278,354
+40,927
+17% +$9.25M 4.94% 3
2025
Q2 		$48.7M Buy
237,427
+201,460
+560% +$40.7M 3.86% 5
2025
Q1 		$53.2M Buy
35,967
+936
+3% +$217K 4.89% 4
2024
Q4 		$8.77M Buy
35,031
+6,329
+22% +$1.49M 1.39% 13
2024
Q3 		$6.69M Buy
28,702
+245
+0.9% +$54.7K 1.11% 15
2024
Q2 		$5.99M Buy
28,457
+955
+3% +$178K 1.04% 15
2024
Q1 		$4.72M Buy
27,502
+3,290
+14% +$598K 0.9% 16
2023
Q4 		$4.66M Sell
24,212
-691
-3% -$128K 1.13% 13
2023
Q3 		$4.26M Buy
24,903
+1,551
+7% +$284K 1.12% 11
2023
Q2 		$4.49M Sell
23,352
-5,422
-19% -$945K 1.35% 10
2023
Q1 		$4.74M Buy
28,774
+1,014
+4% +$150K 1.44% 9
2022
Q4 		$3.61M Buy
+27,760
New +$3.97M 1.25% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cardinal Point Capital Management's AAPL Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $1.84M and bringing the position to 241,074 shares worth $69.8M. The position accounts for 3.95% of the portfolio, ranked #6.

Cardinal Point Capital Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $74.5M in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cardinal Point Capital Management held 241,074 shares of Apple worth $69.8M as of Q2 2026.
  • Cardinal Point Capital Management bought 6,429 Apple shares in Q2 2026, an estimated $1.84M.
  • Apple made up 3.95% of Cardinal Point Capital Management's portfolio in Q2 2026, its #6 holding.
  • Cardinal Point Capital Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Cardinal Point Capital Management's Apple position peaked at $74.5M in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.