W
AAPL icon

WorthPointe’s Apple AAPL Stock Holding History

WorthPointe’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
Q2 		$2.4M Sell
8,303
-2,977
-26% -$852K 0.6% 31
2026
Q1 		$2.86M Sell
11,280
-554
-5% -$144K 0.78% 28
2025
Q4 		$3.22M Buy
11,834
+440
+4% +$118K 0.85% 24
2025
Q3 		$2.9M Sell
11,394
-328
-3% -$74.1K 1.09% 15
2025
Q2 		$2.41M Sell
11,722
-1,227
-9% -$248K 1.01% 15
2025
Q1 		$2.88M Sell
12,949
-3,758
-22% -$871K 1.29% 13
2024
Q4 		$4.18M Buy
16,707
+6
+0% +$1.41K 1.7% 11
2024
Q3 		$3.89M Buy
16,701
+397
+2% +$88.7K 1.64% 10
2024
Q2 		$3.43M Sell
16,304
-17
-0.1% -$3.17K 1.57% 10
2024
Q1 		$2.8M Sell
16,321
-273
-2% -$49.6K 1.41% 11
2023
Q4 		$3.19M Sell
16,594
-1,404
-8% -$259K 1.63% 9
2023
Q3 		$3.08M Buy
17,998
+2,626
+17% +$482K 1.82% 9
2023
Q2 		$2.98M Buy
15,372
+7,010
+84% +$1.22M 1.8% 9
2023
Q1 		$1.38M Sell
8,362
-514
-6% -$75.8K 0.9% 18
2022
Q4 		$1.15M Buy
8,876
+712
+9% +$102K 0.78% 19
2022
Q3 		$1.13M Sell
8,164
-175
-2% -$27.5K 0.95% 14
2022
Q2 		$1.14M Buy
8,339
+169
+2% +$25.6K 0.96% 14
2022
Q1 		$1.43M Buy
8,170
+160
+2% +$26.9K 1.15% 11
2021
Q4 		$1.1M Buy
+8,010
New +$1.27M 0.97% 15

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WorthPointe's AAPL Position: Q2 2026 in Review

WorthPointe reduced its Apple (AAPL) stake by 26% in Q2 2026, selling an estimated $852K and leaving 8,303 shares worth $2.4M. The position accounts for 0.6% of the portfolio, ranked #31.

WorthPointe first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.18M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WorthPointe held 8,303 shares of Apple worth $2.4M as of Q2 2026.
  • WorthPointe sold 2,977 Apple shares in Q2 2026, an estimated $852K.
  • Apple made up 0.6% of WorthPointe's portfolio in Q2 2026, its #31 holding.
  • WorthPointe first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • WorthPointe's Apple position peaked at $4.18M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.