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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
Q2 		$49.7M Sell
171,652
-474
-0.3% -$136K 4.02% 2
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spirepoint Private Client's AAPL Position: Q2 2026 in Review

Spirepoint Private Client reduced its Apple (AAPL) stake by 0.28% in Q2 2026, selling an estimated $136K and leaving 171,652 shares worth $49.7M. The position accounts for 4.02% of the portfolio, ranked #2.

Spirepoint Private Client first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spirepoint Private Client held 171,652 shares of Apple worth $49.7M as of Q2 2026.
  • Spirepoint Private Client sold 474 Apple shares in Q2 2026, an estimated $136K.
  • Apple made up 4.02% of Spirepoint Private Client's portfolio in Q2 2026, its #2 holding.
  • Spirepoint Private Client first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.