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Elser Financial Planning’s Apple AAPL Stock Holding History

Elser 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 		$7.45M Sell
25,735
-1,913
-7% -$547K 0.32% 21
2026
Q1 		$6.97M Buy
27,648
+296
+1% +$77K 0.34% 20
2025
Q4 		$7.44M Buy
27,352
+2,234
+9% +$600K 5.38% 3
2025
Q3 		$6.46M Sell
25,118
-897
-3% -$203K 7.78% 2
2025
Q2 		$5.34M Buy
26,015
+71
+0.3% +$14.3K 6.66% 2
2025
Q1 		$5.76M Buy
25,944
+1,001
+4% +$232K 7.98% 2
2024
Q4 		$6.25M Sell
24,943
-379
-1% -$89.3K 0.37% 18
2024
Q3 		$5.9M Buy
25,322
+297
+1% +$66.3K 8.56% 2
2024
Q2 		$5.27M Buy
+25,025
New +$4.67M 0.88% 16

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

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

Elser Financial Planning reduced its Apple (AAPL) stake by 6.9% in Q2 2026, selling an estimated $547K and leaving 25,735 shares worth $7.45M. The position accounts for 0.32% of the portfolio, ranked #21.

Elser Financial Planning first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Elser Financial Planning held 25,735 shares of Apple worth $7.45M as of Q2 2026.
  • Elser Financial Planning sold 1,913 Apple shares in Q2 2026, an estimated $547K.
  • Apple made up 0.32% of Elser Financial Planning's portfolio in Q2 2026, its #21 holding.
  • Elser Financial Planning first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.