Consolidated Planning Corp
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Consolidated Planning Corp’s Apple AAPL Stock Holding History

Consolidated Planning Corp’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 		$17.6M Buy
52,870
+15,856
+43% +$5.09M 2.4% 12
2026
Q2 		$10.7M Sell
37,014
-1,587
-4% -$454K 1.44% 13
2026
Q1 		$9.8M Sell
38,601
-48,413
-56% -$12.6M 1.59% 12
2025
Q4 		$23.7M Sell
87,014
-472
-0.5% -$127K 2.39% 8
2025
Q3 		$22.3M Buy
87,486
+24,806
+40% +$5.6M 2.35% 9
2025
Q2 		$12.9M Sell
62,680
-18,103
-22% -$3.66M 1.61% 13
2025
Q1 		$17.9M Buy
80,783
+3,793
+5% +$879K 2.47% 8
2024
Q4 		$19.3M Buy
76,990
+3,026
+4% +$713K 2.62% 9
2024
Q3 		$17.2M Buy
73,964
+1,908
+3% +$426K 2.56% 7
2024
Q2 		$15.2M Buy
72,056
+2,380
+3% +$444K 2.5% 7
2024
Q1 		$11.9M Buy
69,676
+259
+0.4% +$47.1K 2.04% 9
2023
Q4 		$13.4M Buy
69,417
+67
+0.1% +$12.4K 2.49% 7
2023
Q3 		$11.9M Sell
69,350
-697
-1% -$128K 2.63% 6
2023
Q2 		$13.6M Buy
70,047
+5,286
+8% +$921K 2.86% 5
2023
Q1 		$10.7M Sell
64,761
-12,151
-16% -$1.79M 2.77% 6
2022
Q4 		$10M Buy
76,912
+1,845
+2% +$264K 2.77% 6
2022
Q3 		$10.4M Sell
75,067
-1,038
-1% -$163K 3.24% 5
2022
Q2 		$10.4M Buy
76,105
+43,008
+130% +$6.51M 3.25% 5
2022
Q1 		$5.78M Sell
33,097
-86
-0.3% -$14.5K 4.01% 5
2021
Q4 		$5.89M Buy
33,183
+370
+1% +$58.5K 3.8% 5
2021
Q3 		$4.64M Buy
32,813
+271
+0.8% +$39.9K 3.02% 7
2021
Q2 		$4.46M Sell
32,542
-198
-0.6% -$25.7K 3.3% 7
2021
Q1 		$4M Sell
32,740
-367
-1% -$47.1K 2.55% 8
2020
Q4 		$4.39M Buy
33,107
+711
+2% +$85.5K 2.86% 8
2020
Q3 		$3.75M Sell
32,396
-9,724
-23% -$1.06M 2.79% 6
2020
Q2 		$3.84M Sell
42,120
-96
-0.2% -$7.44K 3.77% 3
2020
Q1 		$2.68M Sell
42,216
-1,708
-4% -$126K 3.37% 5
2019
Q4 		$3.22M Buy
+43,924
New +$2.83M 3.19% 6

Other funds holding AAPL

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Consolidated Planning Corp's AAPL Position: Q3 2026 in Review

Consolidated Planning Corp increased its Apple (AAPL) stake by 43% in Q3 2026, buying an estimated $5.09M and bringing the position to 52,870 shares worth $17.6M. The position accounts for 2.4% of the portfolio, ranked #12.

Consolidated Planning Corp first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. The position peaked at $23.7M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Consolidated Planning Corp held 52,870 shares of Apple worth $17.6M as of Q3 2026.
  • Consolidated Planning Corp bought 15,856 Apple shares in Q3 2026, an estimated $5.09M.
  • Apple made up 2.4% of Consolidated Planning Corp's portfolio in Q3 2026, its #12 holding.
  • Consolidated Planning Corp first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • Consolidated Planning Corp's Apple position peaked at $23.7M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.