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Falcon Wealth Planning’s Apple AAPL Stock Holding History

Falcon Wealth 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 		$81.2M Sell
280,453
-1,707
-0.6% -$488K 5.12% 4
2026
Q1 		$71.6M Buy
282,160
+6,006
+2% +$1.56M 4.88% 4
2025
Q4 		$75.1M Buy
276,154
+2,225
+0.8% +$597K 6.32% 3
2025
Q3 		$69.8M Buy
273,929
+3,714
+1% +$839K 6.27% 3
2025
Q2 		$55.4M Sell
270,215
-2,570
-0.9% -$519K 5.6% 3
2025
Q1 		$60.6M Buy
272,785
+34,959
+15% +$8.1M 6.73% 3
2024
Q4 		$59.6M Sell
237,826
-31,611
-12% -$7.45M 6.64% 3
2024
Q3 		$62.8M Buy
269,437
+1,190
+0.4% +$266K 7.37% 2
2024
Q2 		$56.5M Sell
268,247
-947
-0.4% -$177K 7.34% 2
2024
Q1 		$46.2M Buy
269,194
+5,507
+2% +$1M 7.32% 1
2023
Q4 		$50.8M Buy
263,687
+4,998
+2% +$923K 8.88% 1
2023
Q3 		$44.3M Sell
258,689
-58
-0% -$10.6K 9.6% 2
2023
Q2 		$50.2M Buy
258,747
+2,276
+0.9% +$397K 11.18% 1
2023
Q1 		$42.3M Buy
256,471
+1,614
+0.6% +$238K 10.55% 1
2022
Q4 		$33.1M Buy
254,857
+641
+0.3% +$91.6K 9.49% 2
2022
Q3 		$35.1M Buy
254,216
+747
+0.3% +$117K 11.64% 1
2022
Q2 		$34.7M Buy
253,469
+414
+0.2% +$62.7K 11.78% 1
2022
Q1 		$44.2M Sell
253,055
-1,141
-0.4% -$192K 13.83% 1
2021
Q4 		$45.1M Buy
254,196
+2,924
+1% +$462K 14.77% 1
2021
Q3 		$35.6M Buy
251,272
+1,789
+0.7% +$263K 13.52% 1
2021
Q2 		$34.2M Buy
249,483
+3,703
+2% +$480K 14.6% 1
2021
Q1 		$30M Buy
245,780
+40,965
+20% +$5.26M 14.67% 1
2020
Q4 		$27.2M Buy
+204,815
New +$24.6M 15.23% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Falcon Wealth Planning's AAPL Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Apple (AAPL) stake by 0.6% in Q2 2026, selling an estimated $488K and leaving 280,453 shares worth $81.2M. The position accounts for 5.12% of the portfolio, ranked #4.

Falcon Wealth Planning first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 2,366 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Falcon Wealth Planning held 280,453 shares of Apple worth $81.2M as of Q2 2026.
  • Falcon Wealth Planning sold 1,707 Apple shares in Q2 2026, an estimated $488K.
  • Apple made up 5.12% of Falcon Wealth Planning's portfolio in Q2 2026, its #4 holding.
  • Falcon Wealth Planning first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.