Financial Life Planners’s Apple AAPL Stock Holding History

Financial Life Planners’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	$6.96M	Sell	24,068 -488	-2%	-$140K	4.48%	4
2026 Q1	$6.23M	Sell	24,556 -320	-1%	-$83.3K	4.78%	4
2025 Q4	$6.76M	Buy	24,876 +48	+0.2%	+$12.9K	4.85%	4
2025 Q3	$6.32M	Sell	24,828 -1,243	-5%	-$281K	4.25%	4
2025 Q2	$5.35M	Sell	26,071 -3,903	-13%	-$788K	4.35%	4
2025 Q1	$6.66M	Buy	29,974 +1,184	+4%	+$274K	6.48%	4
2024 Q4	$7.21M	Buy	+28,790	New	+$6.79M	6.04%	4

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Life Planners's AAPL Position: Q2 2026 in Review

Financial Life Planners reduced its Apple (AAPL) stake by 2% in Q2 2026, selling an estimated $140K and leaving 24,068 shares worth $6.96M. The position accounts for 4.48% of the portfolio, ranked #4.

Financial Life Planners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.21M in Q4 2024. 3,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Financial Life Planners held 24,068 shares of Apple worth $6.96M as of Q2 2026.
Financial Life Planners sold 488 Apple shares in Q2 2026, an estimated $140K.
Apple made up 4.48% of Financial Life Planners's portfolio in Q2 2026, its #4 holding.
Financial Life Planners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Apple position peaked at $7.21M in Q4 2024.
3,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.