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Shorepoint Capital Partners’s Apple AAPL Stock Holding History

Shorepoint Capital Partners’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
2025
Q3 		$7.31M Buy
+28,724
New +$6.49M 1.45% 20
2025
Q1 		$6.76M Buy
30,414
+355
+1% +$82.2K 1.53% 18
2024
Q4 		$7.53M Sell
30,059
-24
-0.1% -$5.66K 1.72% 14
2024
Q3 		$7.01M Sell
30,083
-2,360
-7% -$527K 1.6% 19
2024
Q2 		$6.83M Sell
32,443
-1,197
-4% -$223K 1.6% 18
2024
Q1 		$5.77M Sell
33,640
-4,889
-13% -$889K 1.41% 25
2023
Q4 		$7.42M Sell
38,529
-997
-3% -$184K 1.99% 12
2023
Q3 		$6.77M Sell
39,526
-886
-2% -$162K 1.99% 15
2023
Q2 		$7.84M Sell
40,412
-4,857
-11% -$846K 2.21% 8
2023
Q1 		$7.46M Sell
45,269
-976
-2% -$144K 2.14% 11
2022
Q4 		$6.01M Buy
46,245
+8,706
+23% +$1.24M 1.67% 18
2022
Q3 		$5.19M Buy
37,539
+24
+0.1% +$3.77K 2.48% 10
2022
Q2 		$5.13M Buy
37,515
+209
+0.6% +$31.7K 2.17% 10
2022
Q1 		$6.51M Sell
37,306
-1,641
-4% -$276K 2.72% 7
2021
Q4 		$6.92M Sell
38,947
-2,554
-6% -$404K 2.81% 8
2021
Q3 		$5.87M Buy
+41,501
New +$6.11M 2.64% 9
2021
Q1 		$4.7M Sell
38,500
-2,046
-5% -$263K 2.51% 9
2020
Q4 		$5.38M Sell
40,546
-7,233
-15% -$870K 2.98% 4
2020
Q3 		$5.53M Sell
47,779
-5,353
-10% -$584K 3.44% 4
2020
Q2 		$4.85M Sell
53,132
-9,324
-15% -$723K 3.16% 4
2020
Q1 		$3.97M Sell
62,456
-7,340
-11% -$540K 3.18% 6
2019
Q4 		$5.12M Sell
69,796
-8,708
-11% -$560K 2.93% 4
2019
Q3 		$4.4M Sell
78,504
-18,732
-19% -$979K 2.59% 9
2019
Q2 		$4.81M Sell
97,236
-15,940
-14% -$777K 2.74% 6
2019
Q1 		$5.37M Buy
+113,176
New +$4.8M 3.04% 5

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shorepoint Capital Partners's AAPL Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Apple (AAPL) in Q3 2025: 28,724 shares worth $7.31M. The stake represents 1.45% of the portfolio and ranks #20 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in AAPL as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in AAPL in Q1 2019 and has held it in 25 quarters since. The position peaked at $7.84M in Q2 2023. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Shorepoint Capital Partners held 28,724 shares of Apple worth $7.31M as of Q3 2025.
  • Apple was a new Shorepoint Capital Partners position in Q3 2025.
  • Apple made up 1.45% of Shorepoint Capital Partners's portfolio in Q3 2025, its #20 holding.
  • Shorepoint Capital Partners first reported a position in Apple in Q1 2019 and has held it in 25 quarters since.
  • Shorepoint Capital Partners's Apple position peaked at $7.84M in Q2 2023.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.