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Cypress Point Wealth Management’s Apple AAPL Stock Holding History

Cypress Point Wealth 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 		$7.73M Buy
26,698
+817
+3% +$234K 1.57% 12
2026
Q1 		$6.57M Buy
25,881
+18,524
+252% +$4.82M 1.41% 11
2025
Q4 		$2M Buy
7,357
+2,000
+37% +$537K 0.44% 33
2025
Q3 		$1.36M Sell
5,357
-2,075
-28% -$469K 0.28% 41
2025
Q2 		$1.52M Buy
7,432
+139
+2% +$28.1K 0.37% 35
2025
Q1 		$1.62M Sell
7,293
-40
-0.5% -$9.27K 0.51% 31
2024
Q4 		$1.84M Sell
7,333
-3,084
-30% -$727K 0.57% 30
2024
Q3 		$2.43M Buy
10,417
+126
+1% +$28.1K 0.95% 26
2024
Q2 		$2.17M Buy
10,291
+20
+0.2% +$3.73K 1.03% 25
2024
Q1 		$1.76M Buy
10,271
+3,195
+45% +$581K 0.9% 27
2023
Q4 		$1.36M Sell
7,076
-141
-2% -$26K 1.01% 28
2023
Q3 		$1.24M Buy
7,217
+6,169
+589% +$1.13M 1.09% 25
2023
Q2 		$203K Buy
+1,048
New +$183K 0.22% 41
2022
Q2 		– Sell
-4,884
Closed -$853K – 24
2022
Q1 		$853K Sell
4,884
-3
-0.1% -$504 0.87% 22
2021
Q4 		$868K Buy
4,887
+4
+0.1% +$632 0.8% 19
2021
Q3 		$691K Buy
4,883
+22
+0.5% +$3.24K 0.49% 20
2021
Q2 		$666K Buy
4,861
+800
+20% +$104K 0.47% 19
2021
Q1 		$496K Sell
4,061
-6,274
-61% -$805K 0.52% 16
2020
Q4 		$1.37M Buy
+10,335
New +$1.24M 2.09% 8

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

Cypress Point Wealth Management's AAPL Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Apple (AAPL) stake by 3.2% in Q2 2026, buying an estimated $234K and bringing the position to 26,698 shares worth $7.73M. The position accounts for 1.57% of the portfolio, ranked #12.

Cypress Point Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cypress Point Wealth Management held 26,698 shares of Apple worth $7.73M as of Q2 2026.
  • Cypress Point Wealth Management bought 817 Apple shares in Q2 2026, an estimated $234K.
  • Apple made up 1.57% of Cypress Point Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Cypress Point Wealth Management first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.