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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fee-Only Financial Planning's AAPL Position: Q1 2026 in Review

Fee-Only Financial Planning increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $84.6K and bringing the position to 2,907 shares worth $738K. The position accounts for 0.45% of the portfolio, ranked #20.

Fee-Only Financial Planning first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Fee-Only Financial Planning held 2,907 shares of Apple worth $738K as of Q1 2026.
Fee-Only Financial Planning bought 325 Apple shares in Q1 2026, an estimated $84.6K.
Apple made up 0.45% of Fee-Only Financial Planning's portfolio in Q1 2026, its #20 holding.
Fee-Only Financial Planning first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.