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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
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 $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

WorthPointe's AAPL Position: Q1 2026 in Review

WorthPointe reduced its Apple (AAPL) stake by 4.7% in Q1 2026, selling an estimated $144K and leaving 11,280 shares worth $2.86M. The position accounts for 0.78% of the portfolio, ranked #28.

WorthPointe first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.18M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • WorthPointe held 11,280 shares of Apple worth $2.86M as of Q1 2026.
  • WorthPointe sold 554 Apple shares in Q1 2026, an estimated $144K.
  • Apple made up 0.78% of WorthPointe's portfolio in Q1 2026, its #28 holding.
  • WorthPointe first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • WorthPointe's Apple position peaked at $4.18M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.