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
2025 Q4	–	Sell	-200	Closed	-$50.9K	–	73
2025 Q3	$50.9K	Hold	200	–	–	0.04%	94
2025 Q2	$41K	Hold	200	–	–	0.04%	88
2025 Q1	$44.4K	Buy	+200	New	+$46.3K	0.05%	80

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.