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NovaPoint Capital’s Apple AAPL Stock Holding History

NovaPoint Capital’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 		$17.1M Sell
59,151
-524
-0.9% -$150K 3.56% 3
2026
Q1 		$15.1M Buy
59,675
+2,062
+4% +$537K 3.8% 3
2025
Q4 		$15.7M Buy
57,613
+2,648
+5% +$711K 4.03% 3
2025
Q3 		$14M Buy
54,965
+2,054
+4% +$464K 3.42% 3
2025
Q2 		$10.9M Buy
52,911
+886
+2% +$179K 3.33% 7
2025
Q1 		$11.6M Sell
52,025
-1,517
-3% -$351K 3.56% 4
2024
Q4 		$13.4M Sell
53,542
-352
-0.7% -$83K 4.09% 3
2024
Q3 		$12.6M Sell
53,894
-776
-1% -$173K 3.89% 3
2024
Q2 		$11.5M Sell
54,670
-97
-0.2% -$18.1K 3.91% 4
2024
Q1 		$9.39M Buy
54,767
+195
+0.4% +$35.5K 3.29% 6
2023
Q4 		$10.5M Sell
54,572
-859
-2% -$159K 3.9% 4
2023
Q3 		$9.49M Sell
55,431
-1,097
-2% -$201K 3.77% 4
2023
Q2 		$11M Sell
56,528
-7
-0% -$1.22K 4.09% 4
2023
Q1 		$9.32M Buy
56,535
+362
+0.6% +$53.4K 3.82% 4
2022
Q4 		$7.3M Buy
56,173
+520
+0.9% +$74.3K 3.19% 3
2022
Q3 		$7.69M Sell
55,653
-1,742
-3% -$273K 3.5% 4
2022
Q2 		$7.85M Sell
57,395
-1,417
-2% -$215K 3.41% 4
2022
Q1 		$10.3M Buy
58,812
+831
+1% +$140K 3.74% 3
2021
Q4 		$10.3M Buy
57,981
+3,101
+6% +$490K 3.69% 2
2021
Q3 		$7.77M Buy
54,880
+5,539
+11% +$815K 3.12% 4
2021
Q2 		$6.76M Buy
49,341
+4,565
+10% +$591K 2.8% 7
2021
Q1 		$5.47M Sell
44,776
-1,832
-4% -$235K 2.56% 8
2020
Q4 		$6.18M Buy
46,608
+3,824
+9% +$460K 3.23% 3
2020
Q3 		$4.96M Buy
42,784
+1,476
+4% +$161K 3.21% 5
2020
Q2 		$3.77M Buy
41,308
+436
+1% +$33.8K 2.81% 6
2020
Q1 		$2.6M Buy
40,872
+1,900
+5% +$140K 2.37% 9
2019
Q4 		$2.86M Buy
+38,972
New +$2.51M 2.24% 6

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

NovaPoint Capital's AAPL Position: Q2 2026 in Review

NovaPoint Capital reduced its Apple (AAPL) stake by 0.88% in Q2 2026, selling an estimated $150K and leaving 59,151 shares worth $17.1M. The position accounts for 3.56% of the portfolio, ranked #3.

NovaPoint Capital first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • NovaPoint Capital held 59,151 shares of Apple worth $17.1M as of Q2 2026.
  • NovaPoint Capital sold 524 Apple shares in Q2 2026, an estimated $150K.
  • Apple made up 3.56% of NovaPoint Capital's portfolio in Q2 2026, its #3 holding.
  • NovaPoint Capital first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.