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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
Q2 		$3.36M Buy
11,605
+1,844
+19% +$527K 0.88% 7
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 		$515K 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 $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 $3.37T AUM 44.26% 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

Briaud Financial Planning's AAPL Position: Q2 2026 in Review

Briaud Financial Planning increased its Apple (AAPL) stake by 19% in Q2 2026, buying an estimated $527K and bringing the position to 11,605 shares worth $3.36M. The position accounts for 0.88% of the portfolio, ranked #7.

Briaud Financial Planning first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Briaud Financial Planning held 11,605 shares of Apple worth $3.36M as of Q2 2026.
  • Briaud Financial Planning bought 1,844 Apple shares in Q2 2026, an estimated $527K.
  • Apple made up 0.88% of Briaud Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Briaud Financial Planning first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.