EFP
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Envision Financial Planning’s Apple AAPL Stock Holding History

Envision 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
Q1 		$484K Buy
1,907
+33
+2% +$8.59K 0.18% 39
2025
Q4 		$510K Buy
1,874
+106
+6% +$28.5K 0.19% 37
2025
Q3 		$450K Buy
1,768
+254
+17% +$57.4K 0.19% 38
2025
Q2 		$311K Sell
1,514
-126
-8% -$25.4K 0.15% 44
2025
Q1 		$364K Buy
1,640
+104
+7% +$24.1K 0.19% 32
2024
Q4 		$385K Buy
1,536
+340
+28% +$80.1K 0.2% 33
2024
Q3 		$279K Hold
1,196
– – 0.15% 31
2024
Q2 		$252K Sell
1,196
-85
-7% -$15.9K 0.19% 26
2024
Q1 		$220K Sell
1,281
-149
-10% -$27.1K 0.18% 27
2023
Q4 		$275K Sell
1,430
-300
-17% -$55.4K 0.24% 26
2023
Q3 		$296K Buy
+1,730
New +$317K 0.29% 24

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Envision Financial Planning's AAPL Position: Q1 2026 in Review

Envision Financial Planning increased its Apple (AAPL) stake by 1.8% in Q1 2026, buying an estimated $8.59K and bringing the position to 1,907 shares worth $484K. The position accounts for 0.18% of the portfolio, ranked #39.

Envision Financial Planning first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. The position peaked at $510K in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Envision Financial Planning held 1,907 shares of Apple worth $484K as of Q1 2026.
  • Envision Financial Planning bought 33 Apple shares in Q1 2026, an estimated $8.59K.
  • Apple made up 0.18% of Envision Financial Planning's portfolio in Q1 2026, its #39 holding.
  • Envision Financial Planning first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • Envision Financial Planning's Apple position peaked at $510K in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.