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Asset Planning Corporation’s Apple AAPL Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$1.64M Buy
6,458
+400
+7% +$90.4K 0.78% 22
2025
Q2 		$1.24M Buy
6,058
+1
+0% +$202 0.66% 22
2025
Q1 		$1.35M Sell
6,057
-292
-5% -$67.6K 0.79% 22
2024
Q4 		$1.59M Buy
6,349
+200
+3% +$47.1K 1% 19
2024
Q3 		$1.43M Hold
6,149
– – 0.94% 20
2024
Q2 		$1.3M Sell
6,149
-2,569
-29% -$479K 0.97% 20
2024
Q1 		$1.49M Buy
8,718
+2,583
+42% +$470K 1.09% 19
2023
Q4 		$1.18M Buy
6,135
+59
+1% +$10.9K 0.91% 20
2023
Q3 		$1.04M Buy
6,076
+247
+4% +$45.3K 0.8% 21
2023
Q2 		$1.13M Buy
5,829
+386
+7% +$67.3K 0.86% 20
2023
Q1 		$898K Buy
5,443
+4
+0.1% +$590 0.72% 21
2022
Q4 		$707K Buy
5,439
+6
+0.1% +$857 0.59% 23
2022
Q3 		$751K Buy
5,433
+6
+0.1% +$942 0.7% 20
2022
Q2 		$742K Buy
5,427
+6
+0.1% +$909 0.64% 22
2022
Q1 		$946K Sell
5,421
-34
-0.6% -$5.72K 0.83% 19
2021
Q4 		$969K Buy
5,455
+70
+1% +$11.1K 0.83% 17
2021
Q3 		$762K Sell
5,385
-8
-0.1% -$1.18K 0.71% 17
2021
Q2 		$739K Buy
5,393
+36
+0.7% +$4.66K 0.72% 18
2021
Q1 		$654K Buy
5,357
+37
+0.7% +$4.75K 0.68% 19
2020
Q4 		$706K Buy
+5,320
New +$640K 0.7% 18

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Corporation's AAPL Position: Q3 2025 in Review

Asset Planning Corporation increased its Apple (AAPL) stake by 6.6% in Q3 2025, buying an estimated $90.4K and bringing the position to 6,458 shares worth $1.64M. The position accounts for 0.78% of the portfolio, ranked #22.

Asset Planning Corporation first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Asset Planning Corporation held 6,458 shares of Apple worth $1.64M as of Q3 2025.
  • Asset Planning Corporation bought 400 Apple shares in Q3 2025, an estimated $90.4K.
  • Apple made up 0.78% of Asset Planning Corporation's portfolio in Q3 2025, its #22 holding.
  • Asset Planning Corporation first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.