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Briaud Financial Planning’s Apple AAPL Stock Holding History

Briaud Financial Planning’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 		$2.48M Sell
9,761
-478
-5% -$124K 0.65% 8
2025
Q4 		$2.78M Buy
10,239
+325
+3% +$87.2K 0.69% 7
2025
Q3 		$2.52M Sell
9,914
-532
-5% -$120K 0.82% 7
2025
Q2 		$2.14M Buy
10,446
+80
+0.8% +$16.2K 0.85% 7
2025
Q1 		$2.3M Buy
10,366
+45
+0.4% +$10.4K 0.91% 6
2024
Q4 		$2.58M Buy
10,321
+3,865
+60% +$911K 1.05% 6
2024
Q3 		$1.5M Hold
6,456
– – 0.78% 8
2024
Q2 		$1.36M Buy
6,456
+999
+18% +$186K 0.78% 8
2024
Q1 		$936K Buy
+5,457
New +$992K 0.53% 9
2023
Q4 		– Sell
-5,680
Closed -$972K – 10
2023
Q3 		$972K Hold
5,680
– – 0.79% 11
2023
Q2 		$1.1M Buy
5,680
+452
+9% +$78.8K 1.04% 10
2023
Q1 		$862K Buy
5,228
+560
+12% +$82.6K 0.82% 11
2022
Q4 		$606K Sell
4,668
-647
-12% -$92.5K 0.49% 11
2022
Q3 		$827K Buy
5,315
+619
+13% +$97.2K 0.74% 10
2022
Q2 		$642K Hold
4,696
– – 0.42% 12
2022
Q1 		$819K Buy
4,696
+544
+13% +$91.5K 0.47% 12
2021
Q4 		$737K Hold
4,152
– – 0.4% 12
2021
Q3 		$587K Hold
4,152
– – 0.39% 11
2021
Q2 		$568K Hold
4,152
– – 0.38% 11
2021
Q1 		$507K Buy
4,152
+4,019
+3,022% +$516K 0.37% 11
2020
Q4 		$515 Sell
133
-3,755
-97% -$452K 0.33% 11
2020
Q3 		$450K Hold
3,888
– – 0.33% 11
2020
Q2 		$354K Buy
3,888
+200
+5% +$15.5K 0.27% 11
2020
Q1 		$234K Sell
3,688
-472
-11% -$34.7K 0.34% 11
2019
Q4 		$306K Buy
+4,160
New +$268K 0.31% 15

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

Briaud Financial Planning's AAPL Position: Q1 2026 in Review

Briaud Financial Planning reduced its Apple (AAPL) stake by 4.7% in Q1 2026, selling an estimated $124K and leaving 9,761 shares worth $2.48M. The position accounts for 0.65% of the portfolio, ranked #8.

Briaud Financial Planning first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.78M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Briaud Financial Planning held 9,761 shares of Apple worth $2.48M as of Q1 2026.
  • Briaud Financial Planning sold 478 Apple shares in Q1 2026, an estimated $124K.
  • Apple made up 0.65% of Briaud Financial Planning's portfolio in Q1 2026, its #8 holding.
  • Briaud Financial Planning first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • Briaud Financial Planning's Apple position peaked at $2.78M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.