Cypress Financial Planning
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Cypress Financial Planning’s Apple AAPL Stock Holding History

Cypress Financial 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
Q3 		$3.23M Sell
9,705
-819
-8% -$263K 0.87% 20
2026
Q2 		$3.05M Sell
10,524
-655
-6% -$187K 0.74% 19
2026
Q1 		$2.84M Buy
11,179
+226
+2% +$58.8K 0.78% 19
2025
Q4 		$2.99M Buy
10,953
+2,095
+24% +$562K 0.83% 19
2025
Q3 		$2.26M Buy
8,858
+32
+0.4% +$7.23K 0.69% 18
2025
Q2 		$1.81M Buy
8,826
+30
+0.3% +$6.06K 0.59% 21
2025
Q1 		$1.95M Sell
8,796
-309
-3% -$71.6K 0.7% 19
2024
Q4 		$2.28M Buy
9,105
+932
+11% +$220K 0.84% 17
2024
Q3 		$1.9M Buy
8,173
+256
+3% +$57.2K 0.7% 18
2024
Q2 		$1.67M Sell
7,917
-31
-0.4% -$5.78K 0.69% 17
2024
Q1 		$1.36M Buy
7,948
+1,006
+14% +$183K 0.62% 17
2023
Q4 		$1.26M Sell
6,942
-544
-7% -$100K 1.15% 13
2023
Q3 		$1.28M Sell
7,486
-97
-1% -$17.8K 0.73% 16
2023
Q2 		$1.46M Sell
7,583
-122
-2% -$21.3K 0.83% 16
2023
Q1 		$1.28M Sell
7,705
-98
-1% -$14.5K 0.78% 15
2022
Q4 		$976K Buy
7,803
+269
+4% +$38.4K 0.65% 19
2022
Q3 		$1.04M Buy
7,534
+10
+0.1% +$1.57K 0.74% 16
2022
Q2 		$1.03M Buy
+7,524
New +$1.14M 0.71% 16

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cypress Financial Planning's AAPL Position: Q3 2026 in Review

Cypress Financial Planning reduced its Apple (AAPL) stake by 7.8% in Q3 2026, selling an estimated $263K and leaving 9,705 shares worth $3.23M. The position accounts for 0.87% of the portfolio, ranked #20.

Cypress Financial Planning first reported a position in AAPL in Q2 2022 and has held it in 18 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Cypress Financial Planning held 9,705 shares of Apple worth $3.23M as of Q3 2026.
  • Cypress Financial Planning sold 819 Apple shares in Q3 2026, an estimated $263K.
  • Apple made up 0.87% of Cypress Financial Planning's portfolio in Q3 2026, its #20 holding.
  • Cypress Financial Planning first reported a position in Apple in Q2 2022 and has held it in 18 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.