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Pacific Point Advisors’s Apple AAPL Stock Holding History

Pacific 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 		$6.94M Sell
23,970
-296
-1% -$84.7K 3.17% 4
2026
Q1 		$6.16M Buy
24,266
+444
+2% +$116K 3.25% 2
2025
Q4 		$6.48M Buy
23,822
+7,957
+50% +$2.14M 3.47% 3
2025
Q3 		$4.04M Buy
15,865
+986
+7% +$223K 2.36% 5
2025
Q2 		$3.05M Sell
14,879
-111
-0.7% -$22.4K 1.66% 8
2025
Q1 		$3.33M Buy
14,990
+128
+0.9% +$29.7K 1.85% 8
2024
Q4 		$3.46M Buy
+14,862
New +$3.5M 2.1% 7

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

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

Pacific Point Advisors reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $84.7K and leaving 23,970 shares worth $6.94M. The position accounts for 3.17% of the portfolio, ranked #4.

Pacific Point Advisors first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pacific Point Advisors held 23,970 shares of Apple worth $6.94M as of Q2 2026.
  • Pacific Point Advisors sold 296 Apple shares in Q2 2026, an estimated $84.7K.
  • Apple made up 3.17% of Pacific Point Advisors's portfolio in Q2 2026, its #4 holding.
  • Pacific Point Advisors first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.