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Clear Point Advisors’s Apple AAPL Stock Holding History

Clear Point Advisors’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 		$3.72M Buy
14,662
+1,524
+12% +$397K 2.88% 11
2025
Q4 		$3.57M Sell
13,138
-100
-0.8% -$26.8K 2.77% 8
2025
Q3 		$3.37M Buy
13,238
+1,815
+16% +$410K 2.62% 10
2025
Q2 		$2.34M Sell
11,423
-4
-0% -$808 1.98% 12
2025
Q1 		$2.54M Sell
11,427
-391
-3% -$90.6K 2.28% 11
2024
Q4 		$2.96M Sell
11,818
-124
-1% -$29.2K 2.53% 9
2024
Q3 		$2.78M Buy
11,942
+109
+0.9% +$24.3K 2.15% 9
2024
Q2 		$2.49M Sell
11,833
-24
-0.2% -$4.48K 2.05% 9
2024
Q1 		$2.03M Buy
11,857
+22
+0.2% +$4K 1.67% 10
2023
Q4 		$2.28M Buy
+11,835
New +$2.19M 2.01% 9

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

Clear Point Advisors's AAPL Position: Q1 2026 in Review

Clear Point Advisors increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $397K and bringing the position to 14,662 shares worth $3.72M. The position accounts for 2.88% of the portfolio, ranked #11.

Clear Point Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Clear Point Advisors held 14,662 shares of Apple worth $3.72M as of Q1 2026.
  • Clear Point Advisors bought 1,524 Apple shares in Q1 2026, an estimated $397K.
  • Apple made up 2.88% of Clear Point Advisors's portfolio in Q1 2026, its #11 holding.
  • Clear Point Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.