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Center for Financial Planning’s Apple AAPL Stock Holding History

Center for 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 		$9.26M Buy
32,001
+173
+0.5% +$49.5K 0.87% 13
2026
Q1 		$8.08M Sell
31,828
-172
-0.5% -$44.8K 0.84% 13
2025
Q4 		$8.7M Sell
32,000
-168
-0.5% -$45.1K 0.91% 12
2025
Q3 		$8.19M Buy
32,168
+4,098
+15% +$926K 0.88% 12
2025
Q2 		$5.76M Buy
28,070
+414
+1% +$83.6K 0.66% 13
2025
Q1 		$6.14M Sell
27,656
-1,350
-5% -$313K 0.79% 12
2024
Q4 		$7.26M Sell
29,006
-67
-0.2% -$15.8K 0.97% 11
2024
Q3 		$6.77M Sell
29,073
-1,917
-6% -$428K 0.92% 11
2024
Q2 		$6.53M Buy
30,990
+71
+0.2% +$13.2K 0.94% 11
2024
Q1 		$5.3M Buy
30,919
+452
+1% +$82.2K 0.79% 12
2023
Q4 		$5.87M Sell
30,467
-187
-0.6% -$34.5K 1.08% 10
2023
Q3 		$5.25M Buy
30,654
+2,287
+8% +$419K 1.13% 10
2023
Q2 		$5.5M Buy
28,367
+131
+0.5% +$22.8K 1.16% 10
2023
Q1 		$4.66M Sell
28,236
-1,249
-4% -$184K 1.07% 9
2022
Q4 		$3.83M Buy
29,485
+319
+1% +$45.6K 0.93% 11
2022
Q3 		$4.03M Buy
29,166
+541
+2% +$84.9K 1.08% 11
2022
Q2 		$3.91M Buy
28,625
+1,044
+4% +$158K 0.99% 10
2022
Q1 		$4.82M Sell
27,581
-672
-2% -$113K 0.99% 10
2021
Q4 		$5.02M Buy
28,253
+320
+1% +$50.6K 1.03% 10
2021
Q3 		$3.95M Sell
27,933
-127
-0.5% -$18.7K 0.96% 11
2021
Q2 		$3.84M Buy
28,060
+1,073
+4% +$139K 0.95% 11
2021
Q1 		$3.3M Buy
26,987
+1,015
+4% +$130K 0.86% 11
2020
Q4 		$3.45M Buy
25,972
+425
+2% +$51.1K 0.98% 11
2020
Q3 		$2.96M Sell
25,547
-29
-0.1% -$3.16K 0.95% 11
2020
Q2 		$2.33M Buy
25,576
+244
+1% +$18.9K 0.81% 14
2020
Q1 		$1.61M Buy
25,332
+592
+2% +$43.5K 0.54% 18
2019
Q4 		$1.82M Buy
+24,740
New +$1.59M 0.46% 19

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Center for Financial Planning's AAPL Position: Q2 2026 in Review

Center for Financial Planning increased its Apple (AAPL) stake by 0.54% in Q2 2026, buying an estimated $49.5K and bringing the position to 32,001 shares worth $9.26M. The position accounts for 0.87% of the portfolio, ranked #13.

Center for Financial Planning first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 3,337 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Center for Financial Planning held 32,001 shares of Apple worth $9.26M as of Q2 2026.
  • Center for Financial Planning bought 173 Apple shares in Q2 2026, an estimated $49.5K.
  • Apple made up 0.87% of Center for Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Center for Financial Planning first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 3,337 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.