Waypoint Wealth Counsel
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Waypoint Wealth Counsel’s Apple AAPL Stock Holding History

Waypoint Wealth Counsel’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
Q3 		$6.84M Buy
20,538
+791
+4% +$254K 3.99% 7
2026
Q2 		$5.71M Sell
19,747
-3,303
-14% -$945K 3.57% 6
2026
Q1 		$5.85M Sell
23,050
-12,272
-35% -$3.19M 3.03% 8
2025
Q4 		$9.6M Buy
35,322
+804
+2% +$216K 3.52% 5
2025
Q3 		$8.79M Buy
34,518
+1,601
+5% +$362K 3.47% 7
2025
Q2 		$6.75M Buy
32,917
+1,635
+5% +$330K 3.35% 8
2025
Q1 		$6.95M Buy
31,282
+405
+1% +$93.8K 4.36% 7
2024
Q4 		$7.73M Buy
30,877
+1,370
+5% +$323K 5.04% 6
2024
Q3 		$6.88M Buy
29,507
+1,317
+5% +$294K 4.63% 7
2024
Q2 		$5.94M Buy
28,190
+95
+0.3% +$17.7K 4.54% 8
2024
Q1 		$4.82M Buy
28,095
+1,762
+7% +$320K 3.71% 8
2023
Q4 		$5.07M Sell
26,333
-282
-1% -$52.1K 4.32% 7
2023
Q3 		$4.56M Buy
26,615
+68
+0.3% +$12.5K 4.29% 6
2023
Q2 		$5.15M Sell
26,547
-39,374
-60% -$6.86M 4.61% 5
2023
Q1 		$10.9M Sell
65,921
-577
-0.9% -$85.1K 8.43% 2
2022
Q4 		$8.64M Buy
+66,498
New +$9.5M 6.96% 2

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Waypoint Wealth Counsel's AAPL Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Apple (AAPL) stake by 4% in Q3 2026, buying an estimated $254K and bringing the position to 20,538 shares worth $6.84M. The position accounts for 3.99% of the portfolio, ranked #7.

Waypoint Wealth Counsel first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.9M in Q1 2023. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Waypoint Wealth Counsel held 20,538 shares of Apple worth $6.84M as of Q3 2026.
  • Waypoint Wealth Counsel bought 791 Apple shares in Q3 2026, an estimated $254K.
  • Apple made up 3.99% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #7 holding.
  • Waypoint Wealth Counsel first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • Waypoint Wealth Counsel's Apple position peaked at $10.9M in Q1 2023.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.