CPL
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Capital & Planning LLC’s Apple AAPL Stock Holding History

Capital & Planning LLC’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 		$6.73M Buy
26,529
+25,729
+3,216% +$6.7M 4.08% 8
2025
Q4 		$217K Sell
800
-24,882
-97% -$6.68M 1.01% 9
2025
Q3 		$6.54M Buy
25,682
+1,576
+7% +$356K 4.04% 7
2025
Q2 		$4.95M Buy
24,106
+1,236
+5% +$250K 3.36% 9
2025
Q1 		$5.08M Buy
22,870
+1,104
+5% +$256K 3.77% 9
2024
Q4 		$5.45M Buy
+21,766
New +$5.13M 3.99% 7

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital & Planning LLC's AAPL Position: Q1 2026 in Review

Capital & Planning LLC increased its Apple (AAPL) stake by 3,216% in Q1 2026, buying an estimated $6.7M and bringing the position to 26,529 shares worth $6.73M. The position accounts for 4.08% of the portfolio, ranked #8.

Capital & Planning LLC first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,104 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Capital & Planning LLC held 26,529 shares of Apple worth $6.73M as of Q1 2026.
  • Capital & Planning LLC bought 25,729 Apple shares in Q1 2026, an estimated $6.7M.
  • Apple made up 4.08% of Capital & Planning LLC's portfolio in Q1 2026, its #8 holding.
  • Capital & Planning LLC first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,104 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.