Towerpoint Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.46M | Buy |
15,426
+1,019
| +7% | +$291K | 1.54% | 15 |
|
|
2026
Q1 | $3.66M | Sell |
14,407
-5
| -0% | -$1.3K | 1.48% | 18 |
|
|
2025
Q4 | $3.92M | Sell |
14,412
-5,812
| -29% | -$1.56M | 1.55% | 17 |
|
|
2025
Q3 | $5.15M | Buy |
20,224
+274
| +1% | +$61.9K | 2.11% | 12 |
|
|
2025
Q2 | $4.09M | Buy |
19,950
+193
| +1% | +$39K | 1.81% | 12 |
|
|
2025
Q1 | $4.39M | Buy |
19,757
+3,670
| +23% | +$850K | 2.18% | 10 |
|
|
2024
Q4 | $4.03M | Sell |
16,087
-3,138
| -16% | -$740K | 1.97% | 11 |
|
|
2024
Q3 | $4.48M | Sell |
19,225
-701
| -4% | -$157K | 2.12% | 13 |
|
|
2024
Q2 | $4.2M | Sell |
19,926
-427
| -2% | -$79.6K | 2.09% | 13 |
|
|
2024
Q1 | $3.49M | Buy |
20,353
+1,195
| +6% | +$217K | 1.75% | 15 |
|
|
2023
Q4 | $3.69M | Sell |
19,158
-333
| -2% | -$61.5K | 2.01% | 14 |
|
|
2023
Q3 | $3.34M | Sell |
19,491
-361
| -2% | -$66.2K | 1.98% | 13 |
|
|
2023
Q2 | $3.85M | Sell |
19,852
-1,143
| -5% | -$199K | 2.17% | 13 |
|
|
2023
Q1 | $3.46M | Buy |
20,995
+2,432
| +13% | +$359K | 1.98% | 13 |
|
|
2022
Q4 | $2.41M | Buy |
18,563
+218
| +1% | +$31.2K | 1.39% | 18 |
|
|
2022
Q3 | $2.54M | Buy |
18,345
+105
| +0.6% | +$16.5K | 1.53% | 16 |
|
|
2022
Q2 | $2.49M | Sell |
18,240
-298
| -2% | -$45.1K | 1.49% | 18 |
|
|
2022
Q1 | $3.24M | Buy |
18,538
+192
| +1% | +$32.3K | 1.61% | 17 |
|
|
2021
Q4 | $3.26M | Sell |
18,346
-380
| -2% | -$60.1K | 1.54% | 19 |
|
|
2021
Q3 | $2.65M | Buy |
18,726
+3,971
| +27% | +$585K | 1.32% | 21 |
|
|
2021
Q2 | $2.02M | Buy |
14,755
+349
| +2% | +$45.2K | 1% | 23 |
|
|
2021
Q1 | $1.76M | Buy |
14,406
+54
| +0.4% | +$6.93K | 0.84% | 24 |
|
|
2020
Q4 | $1.9M | Sell |
14,352
-39
| -0.3% | -$4.69K | 0.95% | 25 |
|
|
2020
Q3 | $1.67M | Buy |
14,391
+731
| +5% | +$79.8K | 0.93% | 25 |
|
|
2020
Q2 | $1.25M | Buy |
13,660
+2,912
| +27% | +$226K | 0.78% | 25 |
|
|
2020
Q1 | $683K | Buy |
10,748
+944
| +10% | +$69.4K | 0.54% | 28 |
|
|
2019
Q4 | $720K | Buy |
9,804
+172
| +2% | +$11.1K | 0.48% | 25 |
|
|
2019
Q3 | $539K | Buy |
9,632
+12
| +0.1% | +$627 | 0.37% | 30 |
|
|
2019
Q2 | $512K | Buy |
9,620
+264
| +3% | +$12.9K | 0.36% | 29 |
|
|
2019
Q1 | $444K | Buy |
9,356
+16
| +0.2% | +$679 | 0.31% | 30 |
|
|
2018
Q4 | $368K | Buy |
9,340
+84
| +0.9% | +$4.07K | 0.3% | 30 |
|
|
2018
Q3 | $522K | Sell |
9,256
-72,948
| -89% | -$3.8M | 0.43% | 21 |
|
|
2018
Q2 | $3.8M | Sell |
82,204
-23,476
| -22% | -$1.06M | 3.58% | 13 |
|
|
2018
Q1 | $4.43M | Buy |
105,680
+80
| +0.1% | +$3.44K | 4.91% | 10 |
|
|
2017
Q4 | $4.47M | Buy |
+105,600
| New | +$4.41M | 5.91% | 8 |
|
Other funds holding AAPL
Towerpoint Wealth's AAPL Position: Q2 2026 in Review
Towerpoint Wealth increased its Apple (AAPL) stake by 7.1% in Q2 2026, buying an estimated $291K and bringing the position to 15,426 shares worth $4.46M. The position accounts for 1.54% of the portfolio, ranked #15.
Towerpoint Wealth first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.15M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Towerpoint Wealth held 15,426 shares of Apple worth $4.46M as of Q2 2026.
- Towerpoint Wealth bought 1,019 Apple shares in Q2 2026, an estimated $291K.
- Apple made up 1.54% of Towerpoint Wealth's portfolio in Q2 2026, its #15 holding.
- Towerpoint Wealth first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- Towerpoint Wealth's Apple position peaked at $5.15M in Q3 2025.
- 2,543 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.