HighPoint Advisor Group’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 | $36.8M | Sell |
144,806
-948,035
| -87% | -$247M | 1.54% | 13 |
|
|
2025
Q4 | $297M | Buy |
1,092,841
+150,033
| +16% | +$40.3M | 6.53% | 1 |
|
|
2025
Q3 | $240M | Buy |
942,808
+11,173
| +1% | +$2.52M | 11.44% | 1 |
|
|
2025
Q2 | $191M | Buy |
931,635
+879
| +0.1% | +$178K | 10.16% | 1 |
|
|
2025
Q1 | $197M | Sell |
930,756
-26
| -0% | -$6.02K | 11.44% | 1 |
|
|
2024
Q4 | $217M | Buy |
930,782
+4,865
| +0.5% | +$1.15M | 11.79% | 1 |
|
|
2024
Q3 | $216M | Sell |
925,917
-24,622
| -3% | -$5.5M | 12.58% | 1 |
|
|
2024
Q2 | $208M | Buy |
950,539
+32,883
| +4% | +$6.13M | 12.42% | 1 |
|
|
2024
Q1 | $171M | Buy |
917,656
+6,442
| +0.7% | +$1.17M | 12.07% | 1 |
|
|
2023
Q4 | $156M | Buy |
+911,214
| New | +$168M | 11.15% | 1 |
|
|
2022
Q2 | $85.7M | Buy |
+599,413
| New | +$90.8M | 9.37% | 1 |
|
|
2021
Q3 | $90.1M | Buy |
636,946
+3,084
| +0.5% | +$454K | 8.83% | 1 |
|
|
2021
Q2 | $86.8M | Buy |
633,862
+35,789
| +6% | +$4.64M | 8.74% | 1 |
|
|
2021
Q1 | $79.5M | Buy |
598,073
+13,125
| +2% | +$1.68M | 9.2% | 1 |
|
|
2020
Q4 | $79.6M | Buy |
584,948
+117,400
| +25% | +$14.1M | 9.69% | 1 |
|
|
2020
Q3 | $55.7M | Buy |
467,548
+18,516
| +4% | +$2.02M | 10.07% | 1 |
|
|
2020
Q2 | $40.9M | Sell |
449,032
-4,080
| -0.9% | -$316K | 8.74% | 1 |
|
|
2020
Q1 | $32.1M | Sell |
453,112
-2,604
| -0.6% | -$192K | 7.63% | 1 |
|
|
2019
Q4 | $36M | Buy |
455,716
+9,612
| +2% | +$618K | 7.42% | 1 |
|
|
2019
Q3 | $29M | Buy |
446,104
+18,216
| +4% | +$952K | 6.41% | 1 |
|
|
2019
Q2 | $22.2M | Sell |
427,888
-19,264
| -4% | -$939K | 5.19% | 1 |
|
|
2019
Q1 | $22.7M | Sell |
447,152
-12,908
| -3% | -$548K | 5.55% | 1 |
|
|
2018
Q4 | $19.7M | Buy |
460,060
+110,084
| +31% | +$5.34M | 5.21% | 1 |
|
|
2018
Q3 | $19.3M | Buy |
349,976
+3,444
| +1% | +$179K | 5.29% | 1 |
|
|
2018
Q2 | $18.5M | Sell |
346,532
-1,728
| -0.5% | -$78.4K | 4.99% | 1 |
|
|
2018
Q1 | $16.7M | Sell |
348,260
-8,952
| -3% | -$385K | 4.58% | 1 |
|
|
2017
Q4 | $14.7M | Buy |
357,212
+9,552
| +3% | +$399K | 4.2% | 1 |
|
|
2017
Q3 | $14.6M | Buy |
347,660
+1,900
| +0.5% | +$73.7K | 4.53% | 1 |
|
|
2017
Q2 | $13.5M | Hold |
345,760
| – | – | 4.35% | 1 |
|
|
2017
Q1 | $13.5M | Buy |
345,760
+2,704
| +0.8% | +$89K | 4.35% | 1 |
|
|
2016
Q4 | $12M | Sell |
343,056
-12,100
| -3% | -$343K | 3.86% | 3 |
|
|
2016
Q3 | $9.76M | Sell |
355,156
-22,496
| -6% | -$595K | 3.44% | 3 |
|
|
2016
Q2 | $10.3M | Buy |
377,652
+159,740
| +73% | +$3.97M | 3.6% | 3 |
|
|
2016
Q1 | $5.76M | Sell |
217,912
-19,964
| -8% | -$497K | 3.52% | 3 |
|
|
2015
Q4 | $6.03M | Buy |
237,876
+88,732
| +59% | +$2.54M | 3.97% | 3 |
|
|
2015
Q3 | $4.11M | Buy |
149,144
+11,236
| +8% | +$330K | 4.56% | 1 |
|
|
2015
Q2 | $4.32M | Buy |
137,908
+42,848
| +45% | +$1.37M | 6.68% | 1 |
|
|
2015
Q1 | $3M | Buy |
95,060
+13,864
| +17% | +$419K | 4.59% | 1 |
|
|
2014
Q4 | $2.57M | Buy |
+81,196
| New | +$2.21M | 4.73% | 2 |
|
Other funds holding AAPL
VCM
VPM
HighPoint Advisor Group's AAPL Position: Q1 2026 in Review
HighPoint Advisor Group reduced its Apple (AAPL) stake by 87% in Q1 2026, selling an estimated $247M and leaving 144,806 shares worth $36.8M. The position accounts for 1.54% of the portfolio, ranked #13.
HighPoint Advisor Group first reported a position in AAPL in Q4 2014 and has held it in 39 quarters since. The position peaked at $297M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- HighPoint Advisor Group held 144,806 shares of Apple worth $36.8M as of Q1 2026.
- HighPoint Advisor Group sold 948,035 Apple shares in Q1 2026, an estimated $247M.
- Apple made up 1.54% of HighPoint Advisor Group's portfolio in Q1 2026, its #13 holding.
- HighPoint Advisor Group first reported a position in Apple in Q4 2014 and has held it in 39 quarters since.
- HighPoint Advisor Group's Apple position peaked at $297M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.