TritonPoint Wealth’s Apple AAPL Stock Holding History

TritonPoint Wealth’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	$84.5M	Sell	332,956 -18,267	-5%	-$4.75M	9.05%	1
2025 Q4	$95.5M	Sell	351,223 -39,504	-10%	-$10.6M	9.68%	1
2025 Q3	$99.5M	Buy	390,727 +7,520	+2%	+$1.7M	8.53%	1
2025 Q2	$78.6M	Sell	383,207 -11,210	-3%	-$2.26M	7.28%	1
2025 Q1	$87.6M	Sell	394,417 -3,033	-0.8%	-$703K	8.34%	1
2024 Q4	$99.5M	Sell	397,450 -3,775	-0.9%	-$890K	9.01%	1
2024 Q3	$91.4M	Sell	401,225 -6,763	-2%	-$1.51M	8.35%	1
2024 Q2	$85.9M	Buy	407,988 +2,414	+0.6%	+$450K	8.27%	1
2024 Q1	$78.5M	Sell	405,574 -26,716	-6%	-$4.86M	8.21%	1
2023 Q4	$83.2M	Buy	+432,290	New	+$79.8M	8.12%	1

Other funds holding AAPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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