Cornerstone Planning Group
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Cornerstone Planning Group’s Apple AAPL Stock Holding History

Cornerstone Planning Group’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 		$9.8M Buy
29,243
+111
+0.4% +$35.7K 1.22% 20
2026
Q2 		$9.49M Sell
29,132
-390
-1% -$112K 1.2% 19
2026
Q1 		$8.39M Buy
29,522
+2,285
+8% +$595K 1.12% 19
2025
Q4 		$6.98M Sell
27,237
-5,785
-18% -$1.55M 1.09% 20
2025
Q3 		$8.96M Buy
33,022
+3,550
+12% +$802K 1.44% 17
2025
Q2 		$5.98M Sell
29,472
-132
-0.4% -$26.7K 1.22% 18
2025
Q1 		$6.06M Buy
29,604
+2,269
+8% +$526K 1.45% 15
2024
Q4 		$6.28M Buy
27,335
+8,108
+42% +$1.91M 1.54% 16
2024
Q3 		$4.49M Buy
19,227
+115
+0.6% +$25.7K 1.19% 17
2024
Q2 		$4M Buy
19,112
+2,531
+15% +$472K 1.15% 16
2024
Q1 		$3.04M Sell
16,581
-1,203
-7% -$219K 0.95% 17
2023
Q4 		$3.42M Buy
17,784
+2,506
+16% +$463K 1.13% 16
2023
Q3 		$2.62M Buy
15,278
+3,399
+29% +$623K 1% 17
2023
Q2 		$2.3M Buy
+11,879
New +$2.07M 0.91% 17
2022
Q4 		$3.31M Buy
+24,485
New +$3.5M 1.39% 18

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Cornerstone Planning Group's AAPL Position: Q3 2026 in Review

Cornerstone Planning Group increased its Apple (AAPL) stake by 0.38% in Q3 2026, buying an estimated $35.7K and bringing the position to 29,243 shares worth $9.8M. The position accounts for 1.22% of the portfolio, ranked #20.

Cornerstone Planning Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 1,173 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cornerstone Planning Group held 29,243 shares of Apple worth $9.8M as of Q3 2026.
  • Cornerstone Planning Group bought 111 Apple shares in Q3 2026, an estimated $35.7K.
  • Apple made up 1.22% of Cornerstone Planning Group's portfolio in Q3 2026, its #20 holding.
  • Cornerstone Planning Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.