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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
Q2 		$1.96M Sell
6,790
-120
-2% -$34.3K 0.56% 28
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 $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

Essential Planning's AAPL Position: Q2 2026 in Review

Essential Planning reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $34.3K and leaving 6,790 shares worth $1.96M. The position accounts for 0.56% of the portfolio, ranked #28.

Essential Planning first reported a position in AAPL in Q3 2022 and has held it in 16 quarters since. The position peaked at $62.1M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Essential Planning held 6,790 shares of Apple worth $1.96M as of Q2 2026.
  • Essential Planning sold 120 Apple shares in Q2 2026, an estimated $34.3K.
  • Apple made up 0.56% of Essential Planning's portfolio in Q2 2026, its #28 holding.
  • Essential Planning first reported a position in Apple in Q3 2022 and has held it in 16 quarters since.
  • Essential Planning's Apple position peaked at $62.1M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.