API
AAPL icon

Asset Planning Inc’s Apple AAPL Stock Holding History

Asset Planning Inc’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 		$7.87M Sell
31,003
-20
-0.1% -$5.21K 5.59% 5
2025
Q4 		$8.43M Sell
31,023
-361
-1% -$96.9K 5.93% 5
2025
Q3 		$7.99M Buy
31,384
+23
+0.1% +$5.2K 5.78% 5
2025
Q2 		$6.43M Sell
31,361
-809
-3% -$163K 4.85% 5
2025
Q1 		$7.15M Sell
32,170
-157
-0.5% -$36.4K 5.61% 4
2024
Q4 		$8.1M Buy
+32,327
New +$7.62M 6.16% 4

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

Asset Planning Inc's AAPL Position: Q1 2026 in Review

Asset Planning Inc reduced its Apple (AAPL) stake by 0.06% in Q1 2026, selling an estimated $5.21K and leaving 31,003 shares worth $7.87M. The position accounts for 5.59% of the portfolio, ranked #5.

Asset Planning Inc first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.43M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Asset Planning Inc held 31,003 shares of Apple worth $7.87M as of Q1 2026.
  • Asset Planning Inc sold 20 Apple shares in Q1 2026, an estimated $5.21K.
  • Apple made up 5.59% of Asset Planning Inc's portfolio in Q1 2026, its #5 holding.
  • Asset Planning Inc first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Apple position peaked at $8.43M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.