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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
Q3 		$21.9M Buy
65,803
+7,627
+13% +$2.45M 11.76% 1
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 		$9.9M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CFC Planning Company's AAPL Position: Q3 2026 in Review

CFC Planning Company increased its Apple (AAPL) stake by 13% in Q3 2026, buying an estimated $2.45M and bringing the position to 65,803 shares worth $21.9M. The position accounts for 11.76% of the portfolio, ranked #1.

CFC Planning Company first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,066 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • CFC Planning Company held 65,803 shares of Apple worth $21.9M as of Q3 2026.
  • CFC Planning Company bought 7,627 Apple shares in Q3 2026, an estimated $2.45M.
  • Apple made up 11.76% of CFC Planning Company's portfolio in Q3 2026, its #1 holding.
  • CFC Planning Company first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.