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Defined Financial Planning’s Apple AAPL Stock Holding History

Defined 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
2025
Q3 		$3.24M Buy
12,552
+12
+0.1% +$2.71K 2.69% 14
2025
Q2 		$2.62M Sell
12,540
-610
-5% -$123K 2.33% 16
2025
Q1 		$2.93M Buy
13,150
+2,063
+19% +$478K 2.97% 10
2024
Q4 		$2.78M Buy
+11,087
New +$2.61M 2.96% 10

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Financial Planning's AAPL Position: Q3 2025 in Review

Defined Financial Planning increased its Apple (AAPL) stake by 0.1% in Q3 2025, buying an estimated $2.71K and bringing the position to 12,552 shares worth $3.24M. The position accounts for 2.69% of the portfolio, ranked #14.

Defined Financial Planning first reported a position in AAPL in Q4 2024 and has held it in 4 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Defined Financial Planning held 12,552 shares of Apple worth $3.24M as of Q3 2025.
  • Defined Financial Planning bought 12 Apple shares in Q3 2025, an estimated $2.71K.
  • Apple made up 2.69% of Defined Financial Planning's portfolio in Q3 2025, its #14 holding.
  • Defined Financial Planning first reported a position in Apple in Q4 2024 and has held it in 4 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.