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 Q2	$4.28M	Buy	14,786 +124	+0.8%	+$35.5K	3.79%	5
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Point Advisors's AAPL Position: Q2 2026 in Review

Clear Point Advisors increased its Apple (AAPL) stake by 0.85% in Q2 2026, buying an estimated $35.5K and bringing the position to 14,786 shares worth $4.28M. The position accounts for 3.79% of the portfolio, ranked #5.

Clear Point Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Clear Point Advisors held 14,786 shares of Apple worth $4.28M as of Q2 2026.
Clear Point Advisors bought 124 Apple shares in Q2 2026, an estimated $35.5K.
Apple made up 3.79% of Clear Point Advisors's portfolio in Q2 2026, its #5 holding.
Clear Point Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.