Asset Planning Services Inc’s Apple AAPL Stock Holding History

Asset Planning Services 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	$358K	Buy	1,411 +1	+0.1%	+$260	0.16%	33
2025 Q4	$384K	Hold	1,410	–	–	0.17%	32
2025 Q3	$359K	Hold	1,410	–	–	0.15%	33
2025 Q2	$289K	Buy	1,410 +1	+0.1%	+$202	0.13%	33
2025 Q1	$313K	Buy	1,409 +1	+0.1%	+$232	0.16%	33
2024 Q4	$353K	Hold	1,408	–	–	0.17%	34
2024 Q3	$328K	Buy	1,408 +1	+0.1%	+$223	0.16%	33
2024 Q2	$297K	Hold	1,407	–	–	0.16%	34
2024 Q1	$241K	Buy	1,407 +1	+0.1%	+$182	0.13%	34
2023 Q4	$271K	Hold	1,406	–	–	0.16%	35
2023 Q3	$241K	Buy	1,406 +1	+0.1%	+$183	0.16%	34
2023 Q2	$273K	Hold	1,405	–	–	0.17%	35
2023 Q1	$232K	Buy	+1,405	New	+$207K	0.15%	36
2022 Q2	–	Sell	-1,401	Closed	-$245K	–	36
2022 Q1	$245K	Hold	1,401	–	–	0.14%	38
2021 Q4	$249K	Buy	+1,401	New	+$221K	0.13%	41
2021 Q1	–	Sell	-1,864	Closed	-$247K	–	42
2020 Q4	$247K	Buy	1,864 +1	+0.1%	+$120	0.16%	39
2020 Q3	$216K	Buy	+1,863	New	+$203K	0.15%	37

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Asset Planning Services Inc increased its Apple (AAPL) stake by 0.07% in Q1 2026, buying an estimated $260 and bringing the position to 1,411 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #33.

Asset Planning Services Inc first reported a position in AAPL in Q3 2020 and has held it in 17 quarters since. The position peaked at $384K in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Asset Planning Services Inc held 1,411 shares of Apple worth $358K as of Q1 2026.
Asset Planning Services Inc bought 1 Apple share in Q1 2026, an estimated $260.
Apple made up 0.16% of Asset Planning Services Inc's portfolio in Q1 2026, its #33 holding.
Asset Planning Services Inc first reported a position in Apple in Q3 2020 and has held it in 17 quarters since.
Asset Planning Services Inc's Apple position peaked at $384K in Q4 2025.
6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.