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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
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 $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

Pacific Point Advisors's AAPL Position: Q1 2026 in Review

Pacific Point Advisors increased its Apple (AAPL) stake by 1.9% in Q1 2026, buying an estimated $116K and bringing the position to 24,266 shares worth $6.16M. The position accounts for 3.25% of the portfolio, ranked #2.

Pacific Point Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.48M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Pacific Point Advisors held 24,266 shares of Apple worth $6.16M as of Q1 2026.
  • Pacific Point Advisors bought 444 Apple shares in Q1 2026, an estimated $116K.
  • Apple made up 3.25% of Pacific Point Advisors's portfolio in Q1 2026, its #2 holding.
  • Pacific Point Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Pacific Point Advisors's Apple position peaked at $6.48M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.