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 Q2	$8.87M	Sell	30,667 -336	-1%	-$96.1K	5.75%	5
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's AAPL Position: Q2 2026 in Review

Asset Planning Inc reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $96.1K and leaving 30,667 shares worth $8.87M. The position accounts for 5.75% of the portfolio, ranked #5.

Asset Planning Inc first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Asset Planning Inc held 30,667 shares of Apple worth $8.87M as of Q2 2026.
Asset Planning Inc sold 336 Apple shares in Q2 2026, an estimated $96.1K.
Apple made up 5.75% of Asset Planning Inc's portfolio in Q2 2026, its #5 holding.
Asset Planning Inc first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.