Fee-Only Financial Planning’s Apple AAPL Stock Holding History

Fee-Only 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	$804K	Sell	2,777 -130	-4%	-$37.2K	0.43%	19
2026 Q1	$738K	Buy	2,907 +325	+13%	+$84.6K	0.45%	20
2025 Q4	$702K	Hold	2,582	–	–	0.41%	19
2025 Q3	$657K	Hold	2,582	–	–	0.38%	22
2025 Q2	$530K	Buy	2,582 +1,421	+122%	+$287K	0.33%	25
2025 Q1	$258K	Sell	1,161 -41	-3%	-$9.5K	0.18%	35
2024 Q4	$301K	Hold	1,202	–	–	0.19%	33
2024 Q3	$280K	Hold	1,202	–	–	0.18%	35
2024 Q2	$253K	Hold	1,202	–	–	0.17%	36
2024 Q1	$206K	Hold	1,202	–	–	0.14%	40
2023 Q4	$231K	Hold	1,202	–	–	0.17%	37
2023 Q3	$206K	Hold	1,202	–	–	0.17%	37
2023 Q2	$233K	Buy	+1,202	New	+$209K	0.18%	38

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fee-Only Financial Planning's AAPL Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its Apple (AAPL) stake by 4.5% in Q2 2026, selling an estimated $37.2K and leaving 2,777 shares worth $804K. The position accounts for 0.43% of the portfolio, ranked #19.

Fee-Only Financial Planning first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Fee-Only Financial Planning held 2,777 shares of Apple worth $804K as of Q2 2026.
Fee-Only Financial Planning sold 130 Apple shares in Q2 2026, an estimated $37.2K.
Apple made up 0.43% of Fee-Only Financial Planning's portfolio in Q2 2026, its #19 holding.
Fee-Only Financial Planning first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.