TW
AAPL icon

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
Q2 		$94.5M Sell
326,546
-6,410
-2% -$1.83M 9.28% 1
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
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

TritonPoint Wealth's AAPL Position: Q2 2026 in Review

TritonPoint Wealth reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $1.83M and leaving 326,546 shares worth $94.5M. The position accounts for 9.28% of the portfolio, ranked #1.

TritonPoint Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.5M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • TritonPoint Wealth held 326,546 shares of Apple worth $94.5M as of Q2 2026.
  • TritonPoint Wealth sold 6,410 Apple shares in Q2 2026, an estimated $1.83M.
  • Apple made up 9.28% of TritonPoint Wealth's portfolio in Q2 2026, its #1 holding.
  • TritonPoint Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Apple position peaked at $99.5M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.