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Centerpoint Advisory Group’s Apple AAPL Stock Holding History

Centerpoint Advisory Group’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 		$5.97M Buy
20,646
+215
+1% +$61.5K 3.79% 4
2026
Q1 		$5.19M Sell
20,431
-1,030
-5% -$268K 3.9% 5
2025
Q4 		$5.83M Sell
21,461
-12
-0.1% -$3.22K 4.49% 3
2025
Q3 		$5.47M Sell
21,473
-314
-1% -$70.9K 4.26% 4
2025
Q2 		$4.47M Sell
21,787
-222
-1% -$44.8K 3.88% 5
2025
Q1 		$4.89M Sell
22,009
-2,049
-9% -$475K 4.81% 3
2024
Q4 		$6.02M Buy
+24,058
New +$5.67M 5.83% 1

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

Centerpoint Advisory Group's AAPL Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $61.5K and bringing the position to 20,646 shares worth $5.97M. The position accounts for 3.79% of the portfolio, ranked #4.

Centerpoint Advisory Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.02M in Q4 2024. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Centerpoint Advisory Group held 20,646 shares of Apple worth $5.97M as of Q2 2026.
  • Centerpoint Advisory Group bought 215 Apple shares in Q2 2026, an estimated $61.5K.
  • Apple made up 3.79% of Centerpoint Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Centerpoint Advisory Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Centerpoint Advisory Group's Apple position peaked at $6.02M in Q4 2024.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.