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 Q3	$470K	Hold	1,412	–	–	0.19%	34
2026 Q2	$408K	Buy	1,412 +1	+0.1%	+$286	0.17%	35
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Asset Planning Services Inc's AAPL Position: Q3 2026 in Review

Asset Planning Services Inc held its Apple (AAPL) position steady in Q3 2026 at 1,412 shares worth $470K. The position accounts for 0.19% of the portfolio, ranked #34.

Asset Planning Services Inc first reported a position in AAPL in Q3 2020 and has held it in 19 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Asset Planning Services Inc held 1,412 shares of Apple worth $470K as of Q3 2026.
Asset Planning Services Inc left its Apple share count unchanged in Q3 2026.
Apple made up 0.19% of Asset Planning Services Inc's portfolio in Q3 2026, its #34 holding.
Asset Planning Services Inc first reported a position in Apple in Q3 2020 and has held it in 19 quarters since.
2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Asset Planning Services Inc's 13F filing for Q3 2026, filed 15 Oct 2026.