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
Q2 		$554K Buy
1,915
+8
+0.4% +$2.29K 0.18% 40
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 $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

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

Envision Financial Planning increased its Apple (AAPL) stake by 0.42% in Q2 2026, buying an estimated $2.29K and bringing the position to 1,915 shares worth $554K. The position accounts for 0.18% of the portfolio, ranked #40.

Envision Financial Planning first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Envision Financial Planning held 1,915 shares of Apple worth $554K as of Q2 2026.
  • Envision Financial Planning bought 8 Apple shares in Q2 2026, an estimated $2.29K.
  • Apple made up 0.18% of Envision Financial Planning's portfolio in Q2 2026, its #40 holding.
  • Envision Financial Planning first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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