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Waypoint Wealth Partners’s Apple AAPL Stock Holding History

Waypoint Wealth Partners’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
2025
Q2 		$2.65M Sell
12,929
-888
-6% -$179K 0.64% 17
2025
Q1 		$3.07M Sell
13,817
-4,073
-23% -$944K 0.85% 14
2024
Q4 		$4.48M Sell
17,890
-259
-1% -$61K 1.22% 10
2024
Q3 		$4.23M Buy
18,149
+85
+0.5% +$19K 1.12% 11
2024
Q2 		$3.8M Buy
18,064
+952
+6% +$178K 1.11% 11
2024
Q1 		$2.93M Buy
17,112
+7,022
+70% +$1.28M 0.83% 12
2023
Q4 		$1.94M Buy
10,090
+3,852
+62% +$711K 0.6% 15
2023
Q3 		$1.07M Sell
6,238
-875
-12% -$160K 0.37% 22
2023
Q2 		$1.38M Buy
7,113
+1,200
+20% +$209K 0.47% 21
2023
Q1 		$975K Sell
5,913
-177
-3% -$26.1K 0.35% 24
2022
Q4 		$791K Sell
6,090
-208
-3% -$29.7K 0.31% 24
2022
Q3 		$870K Buy
6,298
+728
+13% +$114K 0.37% 24
2022
Q2 		$762K Sell
5,570
-2,115
-28% -$320K 0.29% 28
2022
Q1 		$1.34M Sell
7,685
-8,769
-53% -$1.47M 0.49% 19
2021
Q4 		$2.92M Buy
16,454
+4,304
+35% +$680K 1% 13
2021
Q3 		$1.72M Sell
12,150
-539
-4% -$79.4K 0.64% 13
2021
Q2 		$1.74M Sell
12,689
-2,162
-15% -$280K 0.67% 12
2021
Q1 		$1.81M Sell
14,851
-1,923
-11% -$247K 1.32% 9
2020
Q4 		$2.23M Buy
+16,774
New +$2.02M 1.75% 8

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waypoint Wealth Partners's AAPL Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Apple (AAPL) stake by 6.4% in Q2 2025, selling an estimated $179K and leaving 12,929 shares worth $2.65M. The position accounts for 0.64% of the portfolio, ranked #17.

Waypoint Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.48M in Q4 2024. 5,584 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Waypoint Wealth Partners held 12,929 shares of Apple worth $2.65M as of Q2 2025.
  • Waypoint Wealth Partners sold 888 Apple shares in Q2 2025, an estimated $179K.
  • Apple made up 0.64% of Waypoint Wealth Partners's portfolio in Q2 2025, its #17 holding.
  • Waypoint Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's Apple position peaked at $4.48M in Q4 2024.
  • 5,584 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.