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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waypoint Wealth Counsel's AAPL Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Apple (AAPL) stake by 35% in Q1 2026, selling an estimated $3.19M and leaving 23,050 shares worth $5.85M. The position accounts for 3.03% of the portfolio, ranked #8.

Waypoint Wealth Counsel first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.9M in Q1 2023. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Waypoint Wealth Counsel held 23,050 shares of Apple worth $5.85M as of Q1 2026.
  • Waypoint Wealth Counsel sold 12,272 Apple shares in Q1 2026, an estimated $3.19M.
  • Apple made up 3.03% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #8 holding.
  • Waypoint Wealth Counsel first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's Apple position peaked at $10.9M in Q1 2023.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.