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Twelve Points Wealth Management’s Apple AAPL Stock Holding History

Twelve Points Wealth Management’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 		$5.31M Sell
18,339
-308
-2% -$88.1K 1.06% 18
2026
Q1 		$4.73M Buy
18,647
+813
+5% +$212K 1.04% 18
2025
Q4 		$4.63M Buy
17,834
+311
+2% +$83.5K 1.04% 20
2025
Q3 		$4.46M Sell
17,523
-6
-0% -$1.35K 1.11% 18
2025
Q2 		$3.6M Sell
17,529
-172
-1% -$34.7K 0.97% 23
2025
Q1 		$3.93M Buy
17,701
+466
+3% +$108K 1.07% 17
2024
Q4 		$4.32M Sell
17,235
-1,278
-7% -$301K 1.24% 13
2024
Q3 		$4.31M Sell
18,513
-513
-3% -$115K 1.36% 12
2024
Q2 		$4.01M Buy
19,026
+10,911
+134% +$2.03M 1.41% 11
2024
Q1 		$1.39M Sell
8,115
-825
-9% -$150K 0.51% 49
2023
Q4 		$1.72M Sell
8,940
-1,504
-14% -$278K 0.82% 30
2023
Q3 		$1.79M Buy
10,444
+2,002
+24% +$367K 0.89% 29
2023
Q2 		$1.64M Buy
8,442
+3,259
+63% +$568K 0.87% 30
2023
Q1 		$855K Buy
5,183
+251
+5% +$37K 0.49% 64
2022
Q4 		$641K Sell
4,932
-35
-0.7% -$5K 0.44% 69
2022
Q3 		$686K Buy
4,967
+265
+6% +$41.6K 0.53% 61
2022
Q2 		$643K Buy
4,702
+113
+2% +$17.1K 0.5% 73
2022
Q1 		$801K Buy
4,589
+487
+12% +$81.9K 0.6% 52
2021
Q4 		$728K Buy
+4,102
New +$648K 0.59% 55

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

Twelve Points Wealth Management's AAPL Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $88.1K and leaving 18,339 shares worth $5.31M. The position accounts for 1.06% of the portfolio, ranked #18.

Twelve Points Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Twelve Points Wealth Management held 18,339 shares of Apple worth $5.31M as of Q2 2026.
  • Twelve Points Wealth Management sold 308 Apple shares in Q2 2026, an estimated $88.1K.
  • Apple made up 1.06% of Twelve Points Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Twelve Points Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.