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CFC Planning Company’s Apple AAPL Stock Holding History

CFC Planning Company’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 		$16.8M Buy
58,176
+6,839
+13% +$1.96M 9.84% 1
2026
Q1 		$13M Buy
51,337
+8,413
+20% +$2.19M 9.3% 1
2025
Q4 		$11.7M Buy
42,924
+4,089
+11% +$1.1M 8.86% 1
2025
Q3 		$9.89M Buy
38,835
+7,940
+26% +$1.79M 8.12% 1
2025
Q2 		$6.34M Buy
30,895
+3,915
+15% +$791K 5.98% 1
2025
Q1 		$5.99M Buy
26,980
+2,203
+9% +$510K 6.41% 1
2024
Q4 		$6.2M Buy
+24,777
New +$5.84M 6.65% 1

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

CFC Planning Company's AAPL Position: Q2 2026 in Review

CFC Planning Company increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $1.96M and bringing the position to 58,176 shares worth $16.8M. The position accounts for 9.84% of the portfolio, ranked #1.

CFC Planning Company first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CFC Planning Company held 58,176 shares of Apple worth $16.8M as of Q2 2026.
  • CFC Planning Company bought 6,839 Apple shares in Q2 2026, an estimated $1.96M.
  • Apple made up 9.84% of CFC Planning Company's portfolio in Q2 2026, its #1 holding.
  • CFC Planning Company first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.