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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cypress Financial Planning's AAPL Position: Q2 2026 in Review

Cypress Financial Planning reduced its Apple (AAPL) stake by 5.9% in Q2 2026, selling an estimated $187K and leaving 10,524 shares worth $3.05M. The position accounts for 0.74% of the portfolio, ranked #19.

Cypress Financial Planning first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cypress Financial Planning held 10,524 shares of Apple worth $3.05M as of Q2 2026.
  • Cypress Financial Planning sold 655 Apple shares in Q2 2026, an estimated $187K.
  • Apple made up 0.74% of Cypress Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Cypress Financial Planning first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.