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Estate Planners Group’s Apple AAPL Stock Holding History

Estate Planners Group’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 		$4.12M Sell
16,237
-181
-1% -$47.1K 1.98% 16
2025
Q4 		$4.46M Buy
+16,418
New +$4.41M 1.94% 18

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

Estate Planners Group's AAPL Position: Q1 2026 in Review

Estate Planners Group reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $47.1K and leaving 16,237 shares worth $4.12M. The position accounts for 1.98% of the portfolio, ranked #16.

Estate Planners Group first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.46M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Estate Planners Group held 16,237 shares of Apple worth $4.12M as of Q1 2026.
  • Estate Planners Group sold 181 Apple shares in Q1 2026, an estimated $47.1K.
  • Apple made up 1.98% of Estate Planners Group's portfolio in Q1 2026, its #16 holding.
  • Estate Planners Group first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Apple position peaked at $4.46M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.