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Strategic Point Investment Advisors’s Apple AAPL Stock Holding History

Strategic Point Investment 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 		$2.15M Buy
7,416
+159
+2% +$45.5K 0.28% 23
2026
Q1 		$1.84M Sell
7,257
-654
-8% -$170K 0.27% 24
2025
Q4 		$2.15M Hold
7,911
– – 0.3% 23
2025
Q3 		$2.01M Sell
7,911
-45
-0.6% -$10.2K 0.29% 23
2025
Q2 		$1.63M Buy
7,956
+65
+0.8% +$13.1K 0.25% 26
2025
Q1 		$1.75M Sell
7,891
-407
-5% -$94.3K 0.29% 24
2024
Q4 		$2.08M Buy
8,298
+1,036
+14% +$244K 0.34% 22
2024
Q3 		$1.69M Hold
7,262
– – 0.28% 25
2024
Q2 		$1.53M Buy
7,262
+126
+2% +$23.5K 0.27% 26
2024
Q1 		$1.22M Sell
7,136
-552
-7% -$100K 0.22% 26
2023
Q4 		$1.48M Sell
7,688
-155
-2% -$28.6K 0.29% 25
2023
Q3 		$1.34M Sell
7,843
-584
-7% -$107K 0.29% 26
2023
Q2 		$1.63M Buy
8,427
+780
+10% +$136K 0.34% 26
2023
Q1 		$1.26M Sell
7,647
-147
-2% -$21.7K 0.28% 24
2022
Q4 		$1.01M Hold
7,794
– – 0.24% 25
2022
Q3 		$1.08M Buy
7,794
+3,885
+99% +$610K 0.3% 24
2022
Q2 		$534K Hold
3,909
– – 0.15% 24
2022
Q1 		$683K Buy
+3,909
New +$657K 0.16% 25
2021
Q4 		– Sell
-1,044
Closed -$148K – 25
2021
Q3 		$148K Hold
1,044
– – 0.04% 25
2021
Q2 		$143K Hold
1,044
– – 0.03% 26
2021
Q1 		$128K Buy
+1,044
New +$134K 0.03% 25
2020
Q4 		– Sell
-1,889
Closed -$219K – 25
2020
Q3 		$219K Buy
+1,889
New +$206K 0.07% 23

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Strategic Point Investment Advisors's AAPL Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $45.5K and bringing the position to 7,416 shares worth $2.15M. The position accounts for 0.28% of the portfolio, ranked #23.

Strategic Point Investment Advisors first reported a position in AAPL in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.15M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Point Investment Advisors held 7,416 shares of Apple worth $2.15M as of Q2 2026.
  • Strategic Point Investment Advisors bought 159 Apple shares in Q2 2026, an estimated $45.5K.
  • Apple made up 0.28% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Strategic Point Investment Advisors first reported a position in Apple in Q3 2020 and has held it in 22 quarters since.
  • Strategic Point Investment Advisors's Apple position peaked at $2.15M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.