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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Shore Point Advisors reduced its Apple (AAPL) stake by 64% in Q2 2026, selling an estimated $2.08M and leaving 4,109 shares worth $1.19M. The position accounts for 0.41% of the portfolio, ranked #34.

Shore Point Advisors first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.89M in Q1 2026. 3,365 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Shore Point Advisors held 4,109 shares of Apple worth $1.19M as of Q2 2026.
  • Shore Point Advisors sold 7,286 Apple shares in Q2 2026, an estimated $2.08M.
  • Apple made up 0.41% of Shore Point Advisors's portfolio in Q2 2026, its #34 holding.
  • Shore Point Advisors first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • Shore Point Advisors's Apple position peaked at $2.89M in Q1 2026.
  • 3,365 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.