Centerpoint Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Sell |
44,887
-780
| -2% | -$203K | 3.71% | 7 |
|
|
2025
Q4 | $12.4M | Sell |
45,667
-277
| -0.6% | -$74.4K | 3.82% | 7 |
|
|
2025
Q3 | $11.7M | Buy |
45,944
+721
| +2% | +$163K | 3.63% | 8 |
|
|
2025
Q2 | $9.28M | Sell |
45,223
-199
| -0.4% | -$40.2K | 3.15% | 8 |
|
|
2025
Q1 | $10.1M | Sell |
45,422
-1,528
| -3% | -$354K | 3.73% | 7 |
|
|
2024
Q4 | $11.8M | Buy |
46,950
+223
| +0.5% | +$52.6K | 4.12% | 7 |
|
|
2024
Q3 | $10.9M | Buy |
46,727
+941
| +2% | +$210K | 3.79% | 7 |
|
|
2024
Q2 | $9.64M | Buy |
45,786
+1,534
| +3% | +$286K | 3.47% | 8 |
|
|
2024
Q1 | $7.59M | Sell |
44,252
-336
| -0.8% | -$61.1K | 2.84% | 9 |
|
|
2023
Q4 | $8.59M | Sell |
44,588
-2,190
| -5% | -$404K | 3.37% | 9 |
|
|
2023
Q3 | $8.01M | Sell |
46,778
-1,615
| -3% | -$296K | 3.4% | 8 |
|
|
2023
Q2 | $9.39M | Sell |
48,393
-2,809
| -5% | -$489K | 3.81% | 8 |
|
|
2023
Q1 | $8.44M | Buy |
51,202
+3,831
| +8% | +$565K | 3.67% | 8 |
|
|
2022
Q4 | $6.16M | Buy |
47,371
+287
| +0.6% | +$41K | 2.89% | 9 |
|
|
2022
Q3 | $6.51M | Sell |
47,084
-21,223
| -31% | -$3.33M | 3.46% | 8 |
|
|
2022
Q2 | $9.34M | Buy |
68,307
+20,423
| +43% | +$3.09M | 4.76% | 6 |
|
|
2022
Q1 | $8.36M | Sell |
47,884
-3,860
| -7% | -$649K | 3.83% | 7 |
|
|
2021
Q4 | $9.19M | Sell |
51,744
-2,998
| -5% | -$474K | 4.03% | 7 |
|
|
2021
Q3 | $7.75M | Sell |
54,742
-10,365
| -16% | -$1.53M | 3.7% | 8 |
|
|
2021
Q2 | $8.92M | Buy |
65,107
+42,987
| +194% | +$5.57M | 4.2% | 7 |
|
|
2021
Q1 | $2.7M | Sell |
22,120
-349
| -2% | -$44.8K | 1.59% | 17 |
|
|
2020
Q4 | $2.98M | Buy |
22,469
+1
| +0% | +$120 | 1.94% | 14 |
|
|
2020
Q3 | $2.6M | Buy |
22,468
+12
| +0.1% | +$1.31K | 1.96% | 14 |
|
|
2020
Q2 | $2.05M | Buy |
22,456
+396
| +2% | +$30.7K | 1.66% | 17 |
|
|
2020
Q1 | $1.4M | Buy |
22,060
+60
| +0.3% | +$4.41K | 1.39% | 18 |
|
|
2019
Q4 | $1.61M | Hold |
22,000
| – | – | 1.19% | 18 |
|
|
2019
Q3 | $1.23M | Hold |
22,000
| – | – | 0.98% | 19 |
|
|
2019
Q2 | $1.09M | Buy |
22,000
+400
| +2% | +$19.5K | 0.87% | 19 |
|
|
2019
Q1 | $1.03M | Hold |
21,600
| – | – | 0.87% | 19 |
|
|
2018
Q4 | $852K | Hold |
21,600
| – | – | 0.81% | 20 |
|
|
2018
Q3 | $1.22M | Hold |
21,600
| – | – | 0.96% | 12 |
|
|
2018
Q2 | $1M | Sell |
21,600
-288
| -1% | -$13.1K | 0.84% | 12 |
|
|
2018
Q1 | $918K | Buy |
21,888
+2,048
| +10% | +$88.2K | 0.8% | 12 |
|
|
2017
Q4 | $839K | Buy |
+19,840
| New | +$829K | 0.74% | 13 |
|
Other funds holding AAPL
VCM
VPM
Centerpoint Advisors's AAPL Position: Q1 2026 in Review
Centerpoint Advisors reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $203K and leaving 44,887 shares worth $11.4M. The position accounts for 3.71% of the portfolio, ranked #7.
Centerpoint Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.4M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Centerpoint Advisors held 44,887 shares of Apple worth $11.4M as of Q1 2026.
- Centerpoint Advisors sold 780 Apple shares in Q1 2026, an estimated $203K.
- Apple made up 3.71% of Centerpoint Advisors's portfolio in Q1 2026, its #7 holding.
- Centerpoint Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Centerpoint Advisors's Apple position peaked at $12.4M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.