Truepoint Inc’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.58M | Sell |
21,999
-122
| -0.6% | -$31.8K | 0.12% | 36 |
|
|
2025
Q4 | $6.01M | Sell |
22,121
-1,506
| -6% | -$404K | 0.14% | 35 |
|
|
2025
Q3 | $6.02M | Buy |
23,627
+1,937
| +9% | +$438K | 0.14% | 34 |
|
|
2025
Q2 | $4.45M | Sell |
21,690
-2,991
| -12% | -$604K | 0.11% | 35 |
|
|
2025
Q1 | $5.48M | Buy |
24,681
+6,612
| +37% | +$1.53M | 0.15% | 31 |
|
|
2024
Q4 | $4.52M | Buy |
18,069
+216
| +1% | +$50.9K | 0.12% | 33 |
|
|
2024
Q3 | $4.16M | Buy |
17,853
+2,464
| +16% | +$550K | 0.11% | 34 |
|
|
2024
Q2 | $3.24M | Sell |
15,389
-423
| -3% | -$78.9K | 0.09% | 38 |
|
|
2024
Q1 | $2.71M | Sell |
15,812
-52,974
| -77% | -$9.63M | 0.08% | 39 |
|
|
2023
Q4 | $13.2M | Buy |
68,786
+3,937
| +6% | +$727K | 0.39% | 26 |
|
|
2023
Q3 | $11.1M | Buy |
64,849
+17,471
| +37% | +$3.2M | 0.36% | 26 |
|
|
2023
Q2 | $9.19M | Buy |
47,378
+104
| +0.2% | +$18.1K | 0.3% | 26 |
|
|
2023
Q1 | $7.8M | Sell |
47,274
-7,806
| -14% | -$1.15M | 0.27% | 28 |
|
|
2022
Q4 | $7.16M | Sell |
55,080
-2,045
| -4% | -$292K | 0.26% | 27 |
|
|
2022
Q3 | $7.89M | Sell |
57,125
-1,455
| -2% | -$228K | 0.4% | 24 |
|
|
2022
Q2 | $8.01M | Buy |
58,580
+881
| +2% | +$133K | 0.42% | 23 |
|
|
2022
Q1 | $10.1M | Sell |
57,699
-2,812
| -5% | -$473K | 0.48% | 21 |
|
|
2021
Q4 | $10.7M | Buy |
60,511
+2,303
| +4% | +$364K | 0.5% | 19 |
|
|
2021
Q3 | $8.24M | Buy |
58,208
+10,671
| +22% | +$1.57M | 0.41% | 19 |
|
|
2021
Q2 | $6.51M | Buy |
47,537
+110
| +0.2% | +$14.3K | 0.36% | 20 |
|
|
2021
Q1 | $5.79M | Sell |
47,427
-1,263
| -3% | -$162K | 0.36% | 19 |
|
|
2020
Q4 | $6.46M | Sell |
48,690
-9,828
| -17% | -$1.18M | 0.43% | 19 |
|
|
2020
Q3 | $6.78M | Sell |
58,518
-4,806
| -8% | -$524K | 0.52% | 18 |
|
|
2020
Q2 | $5.78M | Sell |
63,324
-15,160
| -19% | -$1.17M | 0.46% | 19 |
|
|
2020
Q1 | $4.99M | Sell |
78,484
-3,144
| -4% | -$231K | 0.46% | 19 |
|
|
2019
Q4 | $5.99M | Sell |
81,628
-1,768
| -2% | -$114K | 0.45% | 15 |
|
|
2019
Q3 | $4.67M | Sell |
83,396
-20,360
| -20% | -$1.06M | 0.41% | 15 |
|
|
2019
Q2 | $5.13M | Buy |
103,756
+640
| +0.6% | +$31.2K | 0.41% | 14 |
|
|
2019
Q1 | $4.9M | Sell |
103,116
-3,744
| -4% | -$159K | 0.42% | 15 |
|
|
2018
Q4 | $4.21M | Sell |
106,860
-7,080
| -6% | -$343K | 0.4% | 17 |
|
|
2018
Q3 | $6.43M | Sell |
113,940
-1,548
| -1% | -$80.6K | 0.56% | 10 |
|
|
2018
Q2 | $5.34M | Buy |
115,488
+96,040
| +494% | +$4.36M | 0.48% | 10 |
|
|
2018
Q1 | $29K | Sell |
19,448
-91,224
| -82% | -$3.93M | 0.23% | 21 |
|
|
2017
Q4 | $4.68M | Sell |
110,672
-4,480
| -4% | -$187K | 0.44% | 12 |
|
|
2017
Q3 | $4.44M | Buy |
115,152
+1,820
| +2% | +$70.6K | 0.44% | 12 |
|
|
2017
Q2 | $4.45M | Buy |
113,332
+216
| +0.2% | +$7.99K | 0.45% | 11 |
|
|
2017
Q1 | $4.06M | Buy |
113,116
+1,988
| +2% | +$65.5K | 0.44% | 13 |
|
|
2016
Q4 | $3.67M | Sell |
111,128
-29,832
| -21% | -$846K | 0.41% | 13 |
|
|
2016
Q3 | $3.98M | Sell |
140,960
-9,280
| -6% | -$246K | 0.48% | 11 |
|
|
2016
Q2 | $3.59M | Sell |
150,240
-1,476
| -1% | -$36.7K | 0.46% | 13 |
|
|
2016
Q1 | $4.13M | Buy |
151,716
+3,492
| +2% | +$87K | 0.55% | 12 |
|
|
2015
Q4 | $3.9M | Buy |
148,224
+34,848
| +31% | +$996K | 0.54% | 11 |
|
|
2015
Q3 | $3.13M | Sell |
113,376
-41,228
| -27% | -$1.21M | 0.47% | 14 |
|
|
2015
Q2 | $4.85M | Buy |
154,604
+27,512
| +22% | +$880K | 0.73% | 8 |
|
|
2015
Q1 | $3.95M | Sell |
127,092
-27,372
| -18% | -$827K | 0.62% | 10 |
|
|
2014
Q4 | $4.26M | Buy |
154,464
+22,284
| +17% | +$606K | 0.68% | 9 |
|
|
2014
Q3 | $3.33M | Buy |
+132,180
| New | +$3.24M | 0.56% | 9 |
|
Other funds holding AAPL
VCM
VPM
Truepoint Inc's AAPL Position: Q1 2026 in Review
Truepoint Inc reduced its Apple (AAPL) stake by 0.55% in Q1 2026, selling an estimated $31.8K and leaving 21,999 shares worth $5.58M. The position accounts for 0.12% of the portfolio, ranked #36.
Truepoint Inc first reported a position in AAPL in Q3 2014 and has held it in 47 quarters since. The position peaked at $13.2M in Q4 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Truepoint Inc held 21,999 shares of Apple worth $5.58M as of Q1 2026.
- Truepoint Inc sold 122 Apple shares in Q1 2026, an estimated $31.8K.
- Apple made up 0.12% of Truepoint Inc's portfolio in Q1 2026, its #36 holding.
- Truepoint Inc first reported a position in Apple in Q3 2014 and has held it in 47 quarters since.
- Truepoint Inc's Apple position peaked at $13.2M in Q4 2023.
- 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.