VisionPoint Advisory Group
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VisionPoint Advisory Group’s Apple AAPL Stock Holding History

VisionPoint Advisory 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
2019
Q1 		– Sell
-10,000
Closed -$1K – 128
2018
Q4 		$1K Buy
+10,000
New +$485K ﹤0.01% 105

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

VisionPoint Advisory Group's AAPL Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Apple (AAPL) stake by 32% in Q3 2026, buying an estimated $2.94M and bringing the position to 37,872 shares worth $12.6M. The position accounts for 1.98% of the portfolio, ranked #4.

VisionPoint Advisory Group first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • VisionPoint Advisory Group held 37,872 shares of Apple worth $12.6M as of Q3 2026.
  • VisionPoint Advisory Group bought 9,158 Apple shares in Q3 2026, an estimated $2.94M.
  • Apple made up 1.98% of VisionPoint Advisory Group's portfolio in Q3 2026, its #4 holding.
  • VisionPoint Advisory Group first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.