VisionPoint Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.31M | Buy |
28,714
+2,876
| +11% | +$823K | 1.36% | 10 |
|
|
2026
Q1 | $6.56M | Sell |
25,838
-24
| -0.1% | -$6.25K | 1.24% | 15 |
|
|
2025
Q4 | $7.03M | Sell |
25,862
-6,084
| -19% | -$1.63M | 1.37% | 11 |
|
|
2025
Q3 | $8.13M | Buy |
31,946
+3,820
| +14% | +$863K | 1.62% | 9 |
|
|
2025
Q2 | $5.77M | Buy |
28,126
+11,788
| +72% | +$2.38M | 1.26% | 17 |
|
|
2025
Q1 | $3.63M | Sell |
16,338
-7
| -0% | -$1.62K | 1.24% | 19 |
|
|
2024
Q4 | $3.99M | Buy |
16,345
+407
| +3% | +$95.9K | 1.36% | 15 |
|
|
2024
Q3 | $3.71M | Sell |
15,938
-1,798
| -10% | -$402K | 1.25% | 15 |
|
|
2024
Q2 | $3.74M | Buy |
17,736
+2,744
| +18% | +$512K | 1.33% | 16 |
|
|
2024
Q1 | $2.57M | Buy |
14,992
+4,063
| +37% | +$739K | 0.93% | 27 |
|
|
2023
Q4 | $2.1M | Sell |
10,929
-1,588
| -13% | -$293K | 0.78% | 33 |
|
|
2023
Q3 | $2.14M | Buy |
12,517
+6,923
| +124% | +$1.27M | 0.92% | 24 |
|
|
2023
Q2 | $1.08M | Sell |
5,594
-2,742
| -33% | -$478K | 0.44% | 64 |
|
|
2023
Q1 | $1.38M | Sell |
8,336
-5,365
| -39% | -$792K | 0.61% | 46 |
|
|
2022
Q4 | $2.11M | Sell |
13,701
-4,063
| -23% | -$581K | 0.87% | 32 |
|
|
2022
Q3 | $2.46M | Sell |
17,764
-862
| -5% | -$135K | 1.18% | 25 |
|
|
2022
Q2 | $3.14M | Sell |
18,626
-1,863
| -9% | -$282K | 1.24% | 32 |
|
|
2022
Q1 | $2.92M | Sell |
20,489
-3,863
| -16% | -$650K | 1.35% | 27 |
|
|
2021
Q4 | $4.2M | Buy |
24,352
+216
| +0.9% | +$34.1K | 1.84% | 21 |
|
|
2021
Q3 | $3.65M | Sell |
24,136
-279
| -1% | -$41.1K | 1.63% | 22 |
|
|
2021
Q2 | $3.34M | Sell |
24,415
-20,030
| -45% | -$2.6M | 1.49% | 26 |
|
|
2021
Q1 | $5.43M | Buy |
44,445
+2,325
| +6% | +$298K | 2.6% | 5 |
|
|
2020
Q4 | $5.59M | Buy |
42,120
+6,013
| +17% | +$723K | 2.82% | 5 |
|
|
2020
Q3 | $4.18M | Buy |
36,107
+7,383
| +26% | +$806K | 1.81% | 7 |
|
|
2020
Q2 | $2.66M | Sell |
28,724
-25,552
| -47% | -$1.98M | 1.08% | 21 |
|
|
2020
Q1 | $3.45M | Buy |
54,276
+3,240
| +6% | +$238K | 1.62% | 8 |
|
|
2019
Q4 | $3.75M | Sell |
51,036
-32,620
| -39% | -$2.1M | 1.56% | 10 |
|
|
2019
Q3 | $4.75M | Sell |
83,656
-2,724
| -3% | -$142K | 1.3% | 8 |
|
|
2019
Q2 | $4.27M | Buy |
+86,380
| New | +$4.21M | 1.23% | 8 |
|
|
2019
Q1 | – | Sell |
-85,304
| Closed | -$3.36M | – | 127 |
|
|
2018
Q4 | $3.36M | Buy |
+85,304
| New | +$4.14M | 1.09% | 13 |
|
Other funds holding AAPL
VisionPoint Advisory Group's AAPL Position: Q2 2026 in Review
VisionPoint Advisory Group increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $823K and bringing the position to 28,714 shares worth $8.31M. The position accounts for 1.36% of the portfolio, ranked #10.
VisionPoint Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- VisionPoint Advisory Group held 28,714 shares of Apple worth $8.31M as of Q2 2026.
- VisionPoint Advisory Group bought 2,876 Apple shares in Q2 2026, an estimated $823K.
- Apple made up 1.36% of VisionPoint Advisory Group's portfolio in Q2 2026, its #10 holding.
- VisionPoint Advisory Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.