Spirepoint Private Client’s Apple AAPL Stock Holding History

Spirepoint Private Client’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	$43.7M	Buy	172,126 +2,095	+1%	+$545K	4.16%	2
2025 Q4	$46.2M	Buy	170,031 +16,169	+11%	+$4.34M	4.42%	2
2025 Q3	$39.2M	Buy	153,862 +9,849	+7%	+$2.22M	4.12%	2
2025 Q2	$29.5M	Sell	144,013 -168	-0.1%	-$33.9K	3.34%	3
2025 Q1	$32M	Sell	144,181 -1,253	-0.9%	-$290K	4.18%	2
2024 Q4	$36.4M	Buy	145,434 +8,493	+6%	+$2M	4.56%	2
2024 Q3	$31.9M	Sell	136,941 -230	-0.2%	-$51.4K	4.22%	2
2024 Q2	$28.9M	Buy	137,171 +6,721	+5%	+$1.25M	4.1%	3
2024 Q1	$22.4M	Buy	+130,450	New	+$23.7M	3.41%	3

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spirepoint Private Client's AAPL Position: Q1 2026 in Review

Spirepoint Private Client increased its Apple (AAPL) stake by 1.2% in Q1 2026, buying an estimated $545K and bringing the position to 172,126 shares worth $43.7M. The position accounts for 4.16% of the portfolio, ranked #2.

Spirepoint Private Client first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $46.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Spirepoint Private Client held 172,126 shares of Apple worth $43.7M as of Q1 2026.
Spirepoint Private Client bought 2,095 Apple shares in Q1 2026, an estimated $545K.
Apple made up 4.16% of Spirepoint Private Client's portfolio in Q1 2026, its #2 holding.
Spirepoint Private Client first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's Apple position peaked at $46.2M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.