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Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

AAPL holding history

Apple Inc. in every 13F filed by Stone Point Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
17,958
Value
$5.20M
% of portfolio
1.3%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,958$5.20M1.3%−59−0.3%ReducedHolders
Q1 202618,017$4.57M1.3%−588−3.2%ReducedHolders
Q4 202518,605$5.06M1.4%+747+4.2%AddedHolders
Q3 202517,858$4.55M1.3%−175−1.0%ReducedHolders
Q2 202518,033$3.70M1.1%−360−2.0%ReducedHolders
Q1 202518,393$4.09M1.4%−465−2.5%ReducedHolders
Q4 202418,858$4.72M1.6%−187−1.0%ReducedHolders
Q3 202419,045$4.44M1.4%−229−1.2%ReducedHolders
Q2 202419,274$4.06M1.5%−108−0.6%ReducedHolders
Q1 202419,382$3.32M1.2%−1,041−5.1%ReducedHolders
Q4 202320,423$3.93M1.5%−799−3.8%ReducedHolders
Q3 202321,222$3.63M1.6%−92−0.4%ReducedHolders
Q2 202321,314$4.13M1.7%−716−3.3%ReducedHolders
Q1 202322,030$3.63M1.6%−689−3.0%ReducedHolders
Q4 202222,719$2.95M1.4%−232−1.0%ReducedHolders
Q3 202222,951$3.17M1.9%+669+3.0%AddedHolders
Q2 202222,282$3.05M1.8%+2,067+10.2%AddedHolders
Q1 202220,215$3.52M2.0%+2,542+14.4%AddedHolders
Q4 202117,673$3.14M2.5%–No prior filingHolders