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Action Point Financial Planning’s Apple AAPL Stock Holding History

Action Point Financial Planning’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 		$8.11M Buy
28,061
+26,143
+1,363% +$7.48M 0.82% 30
2026
Q1 		$487K Buy
+1,918
New +$499K 0.43% 39

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

Action Point Financial Planning's AAPL Position: Q2 2026 in Review

Action Point Financial Planning increased its Apple (AAPL) stake by 1,363% in Q2 2026, buying an estimated $7.48M and bringing the position to 28,061 shares worth $8.11M. The position accounts for 0.82% of the portfolio, ranked #30.

Action Point Financial Planning first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Action Point Financial Planning held 28,061 shares of Apple worth $8.11M as of Q2 2026.
  • Action Point Financial Planning bought 26,143 Apple shares in Q2 2026, an estimated $7.48M.
  • Apple made up 0.82% of Action Point Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Action Point Financial Planning first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,082 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.