Shore Point Advisors
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Shore Point Advisors’s Apple AAPL Stock Holding History

Shore 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
Q3 		$1.57M Buy
4,710
+601
+15% +$193K 0.5% 31
2026
Q2 		$1.19M Sell
4,109
-7,286
-64% -$2.08M 0.41% 34
2026
Q1 		$2.89M Buy
11,395
+7,199
+172% +$1.87M 1.14% 24
2025
Q4 		$1.14M Sell
4,196
-21
-0.5% -$5.64K 0.48% 32
2025
Q3 		$1.07M Buy
4,217
+280
+7% +$63.3K 0.47% 30
2025
Q2 		$808K Buy
3,937
+102
+3% +$20.6K 0.39% 35
2025
Q1 		$852K Sell
3,835
-3,515
-48% -$814K 0.45% 34
2024
Q4 		$1.84M Buy
7,350
+1
+0% +$236 0.99% 20
2024
Q3 		$1.71M Sell
7,349
-2
-0% -$447 0.92% 22
2024
Q2 		$1.55M Buy
7,351
+359
+5% +$66.9K 0.88% 25
2024
Q1 		$1.2M Buy
6,992
+618
+10% +$112K 0.68% 25
2023
Q4 		$1.23M Sell
6,374
-1
-0% -$185 0.76% 24
2023
Q3 		$1.09M Buy
6,375
+570
+10% +$105K 0.79% 24
2023
Q2 		$1.13M Sell
5,805
-37
-0.6% -$6.45K 0.8% 23
2023
Q1 		$963K Buy
5,842
+809
+16% +$119K 0.73% 25
2022
Q4 		$654K Buy
+5,033
New +$719K 0.54% 28
2022
Q2 		– Sell
-1,433
Closed -$250K – 38
2022
Q1 		$250K Buy
1,433
+1,200
+515% +$202K 0.22% 33
2021
Q4 		$41K Buy
+233
New +$36.8K 0.03% 75

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Shore Point Advisors's AAPL Position: Q3 2026 in Review

Shore Point Advisors increased its Apple (AAPL) stake by 15% in Q3 2026, buying an estimated $193K and bringing the position to 4,710 shares worth $1.57M. The position accounts for 0.5% of the portfolio, ranked #31.

Shore Point Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.89M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Shore Point Advisors held 4,710 shares of Apple worth $1.57M as of Q3 2026.
  • Shore Point Advisors bought 601 Apple shares in Q3 2026, an estimated $193K.
  • Apple made up 0.5% of Shore Point Advisors's portfolio in Q3 2026, its #31 holding.
  • Shore Point Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Shore Point Advisors's Apple position peaked at $2.89M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.