Guidance Point Advisors’s Apple AAPL Stock Holding History

Guidance 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	$2.19M	Sell	7,582 -57	-0.7%	-$16.3K	0.46%	30
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

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

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

Guidance Point Advisors reduced its Apple (AAPL) stake by 0.75% in Q2 2026, selling an estimated $16.3K and leaving 7,582 shares worth $2.19M. The position accounts for 0.46% of the portfolio, ranked #30.

Guidance Point Advisors first reported a position in AAPL in Q3 2019 and has held it in 28 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Guidance Point Advisors held 7,582 shares of Apple worth $2.19M as of Q2 2026.
Guidance Point Advisors sold 57 Apple shares in Q2 2026, an estimated $16.3K.
Apple made up 0.46% of Guidance Point Advisors's portfolio in Q2 2026, its #30 holding.
Guidance Point Advisors first reported a position in Apple in Q3 2019 and has held it in 28 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.