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Turning Point Benefit Group’s Apple AAPL Stock Holding History

Turning Point Benefit Group’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 		$477K Buy
2,029
+160
+9% +$41.6K 0.3% 57
2025
Q4 		$508K Buy
1,869
+569
+44% +$153K 0.27% 57
2025
Q3 		$332K Buy
+1,300
New +$294K 0.2% 66

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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 $1.56T 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

Turning Point Benefit Group's AAPL Position: Q1 2026 in Review

Turning Point Benefit Group increased its Apple (AAPL) stake by 8.6% in Q1 2026, buying an estimated $41.6K and bringing the position to 2,029 shares worth $477K. The position accounts for 0.3% of the portfolio, ranked #57.

Turning Point Benefit Group first reported a position in AAPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $508K in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Turning Point Benefit Group held 2,029 shares of Apple worth $477K as of Q1 2026.
  • Turning Point Benefit Group bought 160 Apple shares in Q1 2026, an estimated $41.6K.
  • Apple made up 0.3% of Turning Point Benefit Group's portfolio in Q1 2026, its #57 holding.
  • Turning Point Benefit Group first reported a position in Apple in Q3 2025 and has held it in 3 quarters since.
  • Turning Point Benefit Group's Apple position peaked at $508K in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.