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Axim Planning & Wealth’s Apple AAPL Stock Holding History

Axim Planning & Wealth’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 		$509K Sell
1,760
-49
-3% -$14K 0.71% 32
2026
Q1 		$459K Sell
1,809
-527
-23% -$137K 0.56% 32
2025
Q4 		$635K Buy
+2,336
New +$627K 0.67% 27
2025
Q1 		– Sell
-1,000
Closed -$250K – 46
2024
Q4 		$250K Sell
1,000
-87
-8% -$20.5K 0.27% 30
2024
Q3 		$253K Buy
1,087
+121
+13% +$27K 0.29% 23
2024
Q2 		$203K Sell
966
-296
-23% -$55.2K 0.24% 24
2024
Q1 		$216K Buy
1,262
+56
+5% +$10.2K 0.18% 18
2023
Q4 		$232K Buy
+1,206
New +$223K 0.21% 24
2022
Q4 		– Sell
-613
Closed -$85K – 27
2022
Q3 		$85K Buy
613
+200
+48% +$31.4K 0.08% 32
2022
Q2 		$56K Buy
+413
New +$62.5K 0.04% 41

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Axim Planning & Wealth's AAPL Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Apple (AAPL) stake by 2.7% in Q2 2026, selling an estimated $14K and leaving 1,760 shares worth $509K. The position accounts for 0.71% of the portfolio, ranked #32.

Axim Planning & Wealth first reported a position in AAPL in Q2 2022 and has held it in 10 quarters since. The position peaked at $635K in Q4 2025. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Axim Planning & Wealth held 1,760 shares of Apple worth $509K as of Q2 2026.
  • Axim Planning & Wealth sold 49 Apple shares in Q2 2026, an estimated $14K.
  • Apple made up 0.71% of Axim Planning & Wealth's portfolio in Q2 2026, its #32 holding.
  • Axim Planning & Wealth first reported a position in Apple in Q2 2022 and has held it in 10 quarters since.
  • Axim Planning & Wealth's Apple position peaked at $635K in Q4 2025.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.