Fee-Only Financial Planning
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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
Q3 		$925K Hold
2,777
– – 0.51% 19
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fee-Only Financial Planning's AAPL Position: Q3 2026 in Review

Fee-Only Financial Planning held its Apple (AAPL) position steady in Q3 2026 at 2,777 shares worth $925K. The position accounts for 0.51% of the portfolio, ranked #19.

Fee-Only Financial Planning first reported a position in AAPL in Q2 2023 and has held it in 14 quarters since. 2,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Fee-Only Financial Planning held 2,777 shares of Apple worth $925K as of Q3 2026.
  • Fee-Only Financial Planning left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.51% of Fee-Only Financial Planning's portfolio in Q3 2026, its #19 holding.
  • Fee-Only Financial Planning first reported a position in Apple in Q2 2023 and has held it in 14 quarters since.
  • 2,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.