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Old Point Trust & Financial Services N A’s Apple AAPL Stock Holding History

Old Point Trust & Financial Services N A’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 		$11.4M Sell
44,895
-1,073
-2% -$279K 3.66% 3
2025
Q4 		$12.5M Sell
45,968
-501
-1% -$134K 3.9% 2
2025
Q3 		$11.8M Buy
46,469
+315
+0.7% +$71.2K 3.82% 3
2025
Q2 		$9.47M Sell
46,154
-1,835
-4% -$371K 3.31% 3
2025
Q1 		$10.7M Sell
47,989
-1,539
-3% -$357K 3.74% 3
2024
Q4 		$12.4M Sell
49,528
-3,063
-6% -$722K 4.35% 2
2024
Q3 		$12.3M Sell
52,591
-1,145
-2% -$256K 4.4% 2
2024
Q2 		$11.3M Sell
53,736
-4,600
-8% -$858K 4.39% 2
2024
Q1 		$10M Sell
58,336
-135
-0.2% -$24.5K 3.64% 4
2023
Q4 		$11.3M Sell
58,471
-3,459
-6% -$639K 4.54% 2
2023
Q3 		$10.6M Sell
61,930
-248
-0.4% -$45.5K 4.79% 2
2023
Q2 		$12.1M Sell
62,178
-2,778
-4% -$484K 5.02% 2
2023
Q1 		$10.7M Buy
64,956
+3,389
+6% +$500K 4.69% 2
2022
Q4 		$8M Buy
61,567
+320
+0.5% +$45.7K 3.69% 8
2022
Q3 		$8.46M Buy
61,247
+2,489
+4% +$391K 4.25% 6
2022
Q2 		$8.03M Buy
58,758
+2,133
+4% +$323K 3.72% 8
2022
Q1 		$9.89M Sell
56,625
-27
-0% -$4.54K 4.05% 6
2021
Q4 		$10.1M Buy
56,652
+1,395
+3% +$220K 4.04% 5
2021
Q3 		$7.82M Sell
55,257
-590
-1% -$86.9K 3.49% 10
2021
Q2 		$7.65M Buy
55,847
+1,842
+3% +$239K 3.38% 9
2021
Q1 		$6.6M Buy
54,005
+2,785
+5% +$357K 3.06% 10
2020
Q4 		$6.8M Sell
51,220
-412
-0.8% -$49.6K 3.48% 8
2020
Q3 		$5.98M Buy
51,632
+716
+1% +$78.1K 3.29% 9
2020
Q2 		$4.64M Sell
50,916
-6,800
-12% -$527K 2.55% 15
2020
Q1 		$3.67M Buy
57,716
+1,360
+2% +$100K 2.3% 16
2019
Q4 		$4.14M Sell
56,356
-4,340
-7% -$279K 1.91% 22
2019
Q3 		$3.4M Buy
60,696
+2,800
+5% +$146K 1.65% 25
2019
Q2 		$2.87M Buy
57,896
+1,700
+3% +$82.8K 1.46% 29
2019
Q1 		$2.67M Buy
56,196
+16,880
+43% +$716K 1.39% 29
2018
Q4 		$1.55M Buy
39,316
+27,920
+245% +$1.35M 0.91% 35
2018
Q3 		$643K Hold
11,396
– – 0.33% 56
2018
Q2 		$528K Buy
11,396
+100
+0.9% +$4.54K 0.29% 57
2018
Q1 		$474K Hold
11,296
– – 0.27% 57
2017
Q4 		$478K Hold
11,296
– – 0.26% 58
2017
Q3 		$435K Hold
11,296
– – 0.24% 58
2017
Q2 		$406K Buy
11,296
+200
+2% +$7.39K 0.24% 59
2017
Q1 		$398K Sell
11,096
-1,120
-9% -$36.9K 0.23% 60
2016
Q4 		$354K Hold
12,216
– – 0.21% 60
2016
Q3 		$346K Hold
12,216
– – 0.21% 58
2016
Q2 		$292K Buy
12,216
+700
+6% +$17.4K 0.18% 64
2016
Q1 		$314K Hold
11,516
– – 0.2% 64
2015
Q4 		$303K Hold
11,516
– – 0.2% 66
2015
Q3 		$318K Buy
11,516
+260
+2% +$7.63K 0.23% 63
2015
Q2 		$353K Hold
11,256
– – 0.23% 63
2015
Q1 		$351K Hold
11,256
– – 0.23% 60
2014
Q4 		$311K Sell
11,256
-400
-3% -$10.9K 0.19% 67
2014
Q3 		$293K Buy
+11,656
New +$286K 0.18% 66
2014
Q1 		– Sell
-14,448
Closed -$289K – 77
2013
Q4 		$289K Buy
+14,448
New +$273K 0.19% 66

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Old Point Trust & Financial Services N A's AAPL Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its Apple (AAPL) stake by 2.3% in Q1 2026, selling an estimated $279K and leaving 44,895 shares worth $11.4M. The position accounts for 3.66% of the portfolio, ranked #3.

Old Point Trust & Financial Services N A first reported a position in AAPL in Q4 2013 and has held it in 48 quarters since. The position peaked at $12.5M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Old Point Trust & Financial Services N A held 44,895 shares of Apple worth $11.4M as of Q1 2026.
  • Old Point Trust & Financial Services N A sold 1,073 Apple shares in Q1 2026, an estimated $279K.
  • Apple made up 3.66% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #3 holding.
  • Old Point Trust & Financial Services N A first reported a position in Apple in Q4 2013 and has held it in 48 quarters since.
  • Old Point Trust & Financial Services N A's Apple position peaked at $12.5M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.