S
AAPL icon

Sunpointe’s Apple AAPL Stock Holding History

Sunpointe’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 		$11.8M Sell
40,708
-2,603
-6% -$745K 3.35% 3
2026
Q1 		$11M Buy
43,311
+525
+1% +$137K 3.6% 3
2025
Q4 		$11.6M Buy
42,786
+6,098
+17% +$1.64M 3.86% 3
2025
Q3 		$9.34M Sell
36,688
-804
-2% -$182K 3.37% 3
2025
Q2 		$7.69M Buy
37,492
+13,404
+56% +$2.71M 3.05% 3
2025
Q1 		$5.35M Sell
24,088
-4,037
-14% -$935K 2.85% 6
2024
Q4 		$7.04M Buy
28,125
+568
+2% +$134K 3.54% 3
2024
Q3 		$6.42M Sell
27,557
-1,460
-5% -$326K 5.28% 2
2024
Q2 		$6.11M Buy
29,017
+3,979
+16% +$742K 3.98% 3
2024
Q1 		$4.29M Buy
25,038
+200
+0.8% +$36.4K 4.77% 2
2023
Q4 		$4.78M Buy
+24,838
New +$4.59M 6.07% 2

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

Sunpointe's AAPL Position: Q2 2026 in Review

Sunpointe reduced its Apple (AAPL) stake by 6% in Q2 2026, selling an estimated $745K and leaving 40,708 shares worth $11.8M. The position accounts for 3.35% of the portfolio, ranked #3.

Sunpointe first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sunpointe held 40,708 shares of Apple worth $11.8M as of Q2 2026.
  • Sunpointe sold 2,603 Apple shares in Q2 2026, an estimated $745K.
  • Apple made up 3.35% of Sunpointe's portfolio in Q2 2026, its #3 holding.
  • Sunpointe first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.