Capital Planning
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Capital Planning’s Apple AAPL Stock Holding History

Capital 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
Q3 		$7.3M Buy
21,919
+59
+0.3% +$19K 1.94% 17
2026
Q2 		$6.33M Buy
21,860
+83
+0.4% +$23.7K 1.84% 18
2026
Q1 		$5.53M Sell
21,777
-219
-1% -$57K 1.8% 18
2025
Q4 		$5.96M Sell
21,996
-135
-0.6% -$36.2K 1.67% 19
2025
Q3 		$5.64M Sell
22,131
-299
-1% -$67.5K 1.64% 19
2025
Q2 		$4.6M Sell
22,430
-3,841
-15% -$776K 1.45% 20
2025
Q1 		$5.84M Sell
26,271
-1,027
-4% -$238K 1.63% 20
2024
Q4 		$6.84M Buy
27,298
+2,647
+11% +$624K 1.79% 19
2024
Q3 		$5.74M Buy
24,651
+780
+3% +$174K 1.61% 21
2024
Q2 		$5.03M Buy
23,871
+5
+0% +$932 1.51% 22
2024
Q1 		$4.09M Buy
23,866
+1,966
+9% +$357K 1.34% 22
2023
Q4 		$4.22M Sell
21,900
-375
-2% -$69.2K 1.5% 22
2023
Q3 		$3.81M Buy
22,275
+1,449
+7% +$266K 1.5% 22
2023
Q2 		$4.04M Sell
20,826
-107
-0.5% -$18.6K 1.58% 22
2023
Q1 		$3.45M Buy
20,933
+883
+4% +$130K 1.43% 24
2022
Q4 		$2.61M Sell
20,050
-2,613
-12% -$373K 1.16% 26
2022
Q3 		$3.13M Buy
22,663
+5
+0% +$785 1.77% 18
2022
Q2 		$3.1M Sell
22,658
-6
-0% -$909 1.67% 18
2022
Q1 		$3.96M Buy
22,664
+39
+0.2% +$6.56K 1.54% 23
2021
Q4 		$4.02M Buy
22,625
+6
+0% +$948 1.49% 24
2021
Q3 		$3.2M Sell
22,619
-282
-1% -$41.5K 1.31% 23
2021
Q2 		$3.14M Sell
22,901
-1,486
-6% -$193K 1.33% 23
2021
Q1 		$2.98M Buy
24,387
+189
+0.8% +$24.3K 1.31% 25
2020
Q4 		$3.21M Buy
+24,198
New +$2.91M 1.5% 24

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Capital Planning's AAPL Position: Q3 2026 in Review

Capital Planning increased its Apple (AAPL) stake by 0.27% in Q3 2026, buying an estimated $19K and bringing the position to 21,919 shares worth $7.3M. The position accounts for 1.94% of the portfolio, ranked #17.

Capital Planning first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Capital Planning held 21,919 shares of Apple worth $7.3M as of Q3 2026.
  • Capital Planning bought 59 Apple shares in Q3 2026, an estimated $19K.
  • Apple made up 1.94% of Capital Planning's portfolio in Q3 2026, its #17 holding.
  • Capital Planning first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.