Vantage Point Financial’s Apple AAPL Stock Holding History

Vantage Point Financial’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	$5.69M	Buy	22,430 +678	+3%	+$176K	2%	10
2025 Q4	$5.91M	Sell	21,752 -961	-4%	-$258K	2.12%	10
2025 Q3	$5.78M	Buy	22,713 +1,284	+6%	+$290K	2.24%	8
2025 Q2	$4.4M	Sell	21,429 -1,722	-7%	-$348K	1.93%	14
2025 Q1	$5.14M	Buy	23,151 +1,103	+5%	+$256K	2.59%	8
2024 Q4	$5.52M	Buy	+22,048	New	+$5.2M	2.98%	5

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vantage Point Financial's AAPL Position: Q1 2026 in Review

Vantage Point Financial increased its Apple (AAPL) stake by 3.1% in Q1 2026, buying an estimated $176K and bringing the position to 22,430 shares worth $5.69M. The position accounts for 2% of the portfolio, ranked #10.

Vantage Point Financial first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.91M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Vantage Point Financial held 22,430 shares of Apple worth $5.69M as of Q1 2026.
Vantage Point Financial bought 678 Apple shares in Q1 2026, an estimated $176K.
Apple made up 2% of Vantage Point Financial's portfolio in Q1 2026, its #10 holding.
Vantage Point Financial first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's Apple position peaked at $5.91M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.