Guidance Point Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.94M Sell
7,639
-152
-2% -$39.6K 0.46% 31
2025
Q4
$2.12M Sell
7,791
-344
-4% -$92.3K 0.49% 29
2025
Q3
$2.07M Sell
8,135
-477
-6% -$108K 0.5% 30
2025
Q2
$1.77M Sell
8,612
-24
-0.3% -$4.85K 0.45% 30
2025
Q1
$1.92M Sell
8,636
-5
-0.1% -$1.16K 0.55% 28
2024
Q4
$2.16M Buy
8,641
+376
+5% +$88.6K 0.61% 29
2024
Q3
$1.93M Sell
8,265
-60
-0.7% -$13.4K 0.56% 30
2024
Q2
$1.75M Sell
8,325
-89
-1% -$16.6K 0.55% 30
2024
Q1
$1.44M Buy
8,414
+1,180
+16% +$215K 0.47% 32
2023
Q4
$1.39M Buy
7,234
+503
+7% +$92.9K 0.52% 33
2023
Q3
$1.15M Buy
6,731
+597
+10% +$109K 0.47% 32
2023
Q2
$1.19M Buy
6,134
+41
+0.7% +$7.14K 0.46% 34
2023
Q1
$1M Buy
6,093
+7
+0.1% +$1.03K 0.41% 37
2022
Q4
$791K Buy
6,086
+7
+0.1% +$1K 0.33% 38
2022
Q3
$840K Buy
6,079
+6
+0.1% +$942 0.38% 41
2022
Q2
$830K Buy
6,073
+6
+0.1% +$909 0.36% 43
2022
Q1
$1.06M Buy
6,067
+408
+7% +$68.6K 0.4% 41
2021
Q4
$1M Buy
5,659
+4
+0.1% +$632 0.36% 38
2021
Q3
$800K Buy
5,655
+6
+0.1% +$883 0.29% 42
2021
Q2
$773K Buy
5,649
+3
+0.1% +$389 0.3% 45
2021
Q1
$689K Buy
5,646
+7
+0.1% +$899 0.29% 47
2020
Q4
$748K Buy
5,639
+631
+13% +$75.9K 0.34% 41
2020
Q3
$579K Buy
5,008
+108
+2% +$11.8K 0.32% 45
2020
Q2
$446K Sell
4,900
-24
-0.5% -$1.86K 0.25% 50
2020
Q1
$313K Buy
4,924
+4
+0.1% +$294 0.2% 49
2019
Q4
$361K Buy
4,920
+220
+5% +$14.2K 0.18% 50
2019
Q3
$263K Buy
+4,700
New +$246K 0.14% 57

Other funds holding AAPL

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

Guidance Point Advisors reduced its Apple (AAPL) stake by 2% in Q1 2026, selling an estimated $39.6K and leaving 7,639 shares worth $1.94M. The position accounts for 0.46% of the portfolio, ranked #31.

Guidance Point Advisors first reported a position in AAPL in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.16M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Guidance Point Advisors held 7,639 shares of Apple worth $1.94M as of Q1 2026.
  • Guidance Point Advisors sold 152 Apple shares in Q1 2026, an estimated $39.6K.
  • Apple made up 0.46% of Guidance Point Advisors's portfolio in Q1 2026, its #31 holding.
  • Guidance Point Advisors first reported a position in Apple in Q3 2019 and has held it in 27 quarters since.
  • Guidance Point Advisors's Apple position peaked at $2.16M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.