Superior Planning, LLC’s Apple AAPL Stock Holding History

Superior Planning, LLC’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 Q3	$4.57M	Buy	+13,721	New	+$4.41M	1.9%	9

Other funds holding AAPL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Superior Planning, LLC's AAPL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Apple (AAPL) in Q3 2026: 13,721 shares worth $4.57M. The stake represents 1.9% of the portfolio and ranks #9 among its holdings.

4,819 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Superior Planning, LLC held 13,721 shares of Apple worth $4.57M as of Q3 2026.
Apple was a new Superior Planning, LLC position in Q3 2026.
Apple made up 1.9% of Superior Planning, LLC's portfolio in Q3 2026, its #9 holding.
4,819 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.