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Essential Planning’s Apple AAPL Stock Holding History

Essential 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 		$1.75M Hold
6,910
– – 0.56% 29
2025
Q4 		$1.88M Buy
6,910
+9
+0.1% +$2.42K 0.6% 27
2025
Q3 		$1.76M Sell
6,901
-101
-1% -$22.8K 0.61% 26
2025
Q2 		$1.44M Hold
7,002
– – 0.53% 27
2025
Q1 		$1.56M Sell
7,002
-256,267
-97% -$59.4M 0.63% 25
2024
Q4 		$62.1M Buy
263,269
+255,245
+3,181% +$60.2M 0.4% 25
2024
Q3 		$1.87M Sell
8,024
-381
-5% -$85.1K 0.77% 21
2024
Q2 		$1.77M Sell
8,405
-106
-1% -$19.8K 0.78% 20
2024
Q1 		$1.64M Hold
8,511
– – 0.82% 19
2023
Q4 		$1.64M Buy
8,511
+495
+6% +$91.4K 0.83% 19
2023
Q3 		$1.37M Sell
8,016
-517
-6% -$94.8K 0.76% 19
2023
Q2 		$1.66M Buy
8,533
+640
+8% +$112K 0.94% 16
2023
Q1 		$1.3M Sell
7,893
-72
-0.9% -$10.6K 0.79% 16
2022
Q4 		$1.07M Buy
7,965
+3,934
+98% +$562K 0.82% 16
2022
Q3 		$557K Buy
+4,031
New +$633K 3.21% 8

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

Essential Planning's AAPL Position: Q1 2026 in Review

Essential Planning held its Apple (AAPL) position steady in Q1 2026 at 6,910 shares worth $1.75M. The position accounts for 0.56% of the portfolio, ranked #29.

Essential Planning first reported a position in AAPL in Q3 2022 and has held it in 15 quarters since. The position peaked at $62.1M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Essential Planning held 6,910 shares of Apple worth $1.75M as of Q1 2026.
  • Essential Planning left its Apple share count unchanged in Q1 2026.
  • Apple made up 0.56% of Essential Planning's portfolio in Q1 2026, its #29 holding.
  • Essential Planning first reported a position in Apple in Q3 2022 and has held it in 15 quarters since.
  • Essential Planning's Apple position peaked at $62.1M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.