DecisionPoint Financial’s Apple AAPL Stock Holding History

DecisionPoint Financial’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	$2.9M	Buy	11,433 +13	+0.1%	+$3.38K	0.63%	17
2025 Q4	$3.1M	Buy	11,420 +418	+4%	+$112K	0.68%	17
2025 Q3	$2.81M	Buy	11,002 +192	+2%	+$43.4K	0.66%	17
2025 Q2	$2.25M	Sell	10,810 -3,075	-22%	-$621K	0.57%	18
2025 Q1	$3.08M	Sell	13,885 -105	-0.8%	-$24.3K	0.89%	15
2024 Q4	$3.5M	Buy	13,990 +2,964	+27%	+$699K	1.07%	14
2024 Q3	$2.57M	Buy	11,026 +211	+2%	+$47.1K	0.81%	16
2024 Q2	$2.4M	Buy	10,815 +180	+2%	+$33.6K	0.81%	16
2024 Q1	$1.8M	Hold	10,635	–	–	0.72%	16
2023 Q4	$2.05M	Buy	10,635 +1,972	+23%	+$364K	0.88%	16
2023 Q3	$1.48M	Sell	8,663 -55	-0.6%	-$10.1K	0.78%	15
2023 Q2	$1.69M	Hold	8,718	–	–	0.88%	14
2023 Q1	$1.44M	Sell	8,718 -2,010	-19%	-$297K	0.83%	16
2022 Q4	$1.39M	Buy	+10,728	New	+$1.53M	0.85%	16

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DecisionPoint Financial's AAPL Position: Q1 2026 in Review

DecisionPoint Financial increased its Apple (AAPL) stake by 0.11% in Q1 2026, buying an estimated $3.38K and bringing the position to 11,433 shares worth $2.9M. The position accounts for 0.63% of the portfolio, ranked #17.

DecisionPoint Financial first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.5M in Q4 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

DecisionPoint Financial held 11,433 shares of Apple worth $2.9M as of Q1 2026.
DecisionPoint Financial bought 13 Apple shares in Q1 2026, an estimated $3.38K.
Apple made up 0.63% of DecisionPoint Financial's portfolio in Q1 2026, its #17 holding.
DecisionPoint Financial first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's Apple position peaked at $3.5M in Q4 2024.
6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.