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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's AAPL Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $112K and leaving 29,132 shares worth $9.49M. The position accounts for 1.2% of the portfolio, ranked #19.

Cornerstone Planning Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cornerstone Planning Group held 29,132 shares of Apple worth $9.49M as of Q2 2026.
  • Cornerstone Planning Group sold 390 Apple shares in Q2 2026, an estimated $112K.
  • Apple made up 1.2% of Cornerstone Planning Group's portfolio in Q2 2026, its #19 holding.
  • Cornerstone Planning Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.