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Divergent Planning’s Apple AAPL Stock Holding History

Divergent 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
Q4 		$2.33M Sell
8,584
-266
-3% -$71.4K 0.59% 14
2025
Q3 		$2.28M Sell
8,850
-330
-4% -$74.5K 0.61% 14
2025
Q2 		$1.91M Sell
9,180
-1,016
-10% -$205K 0.56% 14
2025
Q1 		$2.28M Buy
10,196
+1,154
+13% +$267K 0.76% 12
2024
Q4 		$2.14M Sell
9,042
-425
-4% -$100K 0.73% 11
2024
Q3 		$2.15M Sell
9,467
-141
-1% -$31.5K 0.8% 11
2024
Q2 		$2.13M Sell
9,608
-138
-1% -$25.7K 0.85% 12
2024
Q1 		$1.66M Sell
9,746
-427
-4% -$77.6K 0.7% 11
2023
Q4 		$1.89M Sell
10,173
-192
-2% -$35.5K 0.91% 9
2023
Q3 		$1.86M Buy
10,365
+346
+3% +$63.5K 1% 9
2023
Q2 		$1.94M Sell
10,019
-135
-1% -$23.5K 1.02% 9
2023
Q1 		$1.67M Sell
10,154
-172
-2% -$25.4K 0.94% 9
2022
Q4 		$1.34M Hold
10,326
– – 0.84% 9
2022
Q3 		$1.43M Sell
10,326
-354
-3% -$55.6K 1.05% 9
2022
Q2 		$1.46M Buy
10,680
+52
+0.5% +$7.88K 1.05% 8
2022
Q1 		$1.85M Sell
10,628
-257
-2% -$43.2K 1.19% 8
2021
Q4 		$1.96M Sell
10,885
-23
-0.2% -$3.63K 1.43% 7
2021
Q3 		$1.54M Sell
10,908
-92
-0.8% -$13.5K 1.25% 8
2021
Q2 		$1.61M Sell
11,000
-140
-1% -$18.1K 1.31% 8
2021
Q1 		$1.5M Sell
11,140
-280
-2% -$35.9K 1.28% 7
2020
Q4 		$1.51M Buy
+11,420
New +$1.37M 1.45% 7

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Divergent Planning's AAPL Position: Q4 2025 in Review

Divergent Planning reduced its Apple (AAPL) stake by 3% in Q4 2025, selling an estimated $71.4K and leaving 8,584 shares worth $2.33M. The position accounts for 0.59% of the portfolio, ranked #14.

Divergent Planning first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. 6,113 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Divergent Planning held 8,584 shares of Apple worth $2.33M as of Q4 2025.
  • Divergent Planning sold 266 Apple shares in Q4 2025, an estimated $71.4K.
  • Apple made up 0.59% of Divergent Planning's portfolio in Q4 2025, its #14 holding.
  • Divergent Planning first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • 6,113 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.