CP
AAPL icon

Cornerstone Planning’s Apple AAPL Stock Holding History

Cornerstone Planning’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 		$3.1M Sell
10,726
-24,781
-70% -$7.09M 0.72% 51
2026
Q1 		$9.02M Sell
35,507
-431
-1% -$112K 2.04% 15
2025
Q4 		$9.76M Buy
+35,938
New +$9.65M 2.27% 9
2024
Q4 		$5.06M Buy
+20,211
New +$4.76M 1.93% 7

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cornerstone Planning's AAPL Position: Q2 2026 in Review

Cornerstone Planning reduced its Apple (AAPL) stake by 70% in Q2 2026, selling an estimated $7.09M and leaving 10,726 shares worth $3.1M. The position accounts for 0.72% of the portfolio, ranked #51.

Cornerstone Planning first reported a position in AAPL in Q4 2024 and has held it in 4 quarters since. The position peaked at $9.76M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cornerstone Planning held 10,726 shares of Apple worth $3.1M as of Q2 2026.
  • Cornerstone Planning sold 24,781 Apple shares in Q2 2026, an estimated $7.09M.
  • Apple made up 0.72% of Cornerstone Planning's portfolio in Q2 2026, its #51 holding.
  • Cornerstone Planning first reported a position in Apple in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Apple position peaked at $9.76M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.