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 Q2	$627K	Buy	2,154 +125	+6%	+$35.8K	0.27%	63
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Turning Point Benefit Group's AAPL Position: Q2 2026 in Review

Turning Point Benefit Group increased its Apple (AAPL) stake by 6.2% in Q2 2026, buying an estimated $35.8K and bringing the position to 2,154 shares worth $627K. The position accounts for 0.27% of the portfolio, ranked #63.

Turning Point Benefit Group first reported a position in AAPL in Q3 2025 and has held it in 4 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Turning Point Benefit Group held 2,154 shares of Apple worth $627K as of Q2 2026.
Turning Point Benefit Group bought 125 Apple shares in Q2 2026, an estimated $35.8K.
Apple made up 0.27% of Turning Point Benefit Group's portfolio in Q2 2026, its #63 holding.
Turning Point Benefit Group first reported a position in Apple in Q3 2025 and has held it in 4 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.