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Financial Plan Inc’s Apple AAPL Stock Holding History

Financial Plan Inc’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 		$5.7M Sell
22,477
-7,221
-24% -$1.88M 0.61% 22
2025
Q4 		$8.07M Buy
+29,698
New +$7.97M 0.93% 17

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Plan Inc's AAPL Position: Q1 2026 in Review

Financial Plan Inc reduced its Apple (AAPL) stake by 24% in Q1 2026, selling an estimated $1.88M and leaving 22,477 shares worth $5.7M. The position accounts for 0.61% of the portfolio, ranked #22.

Financial Plan Inc first reported a position in AAPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.07M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Financial Plan Inc held 22,477 shares of Apple worth $5.7M as of Q1 2026.
  • Financial Plan Inc sold 7,221 Apple shares in Q1 2026, an estimated $1.88M.
  • Apple made up 0.61% of Financial Plan Inc's portfolio in Q1 2026, its #22 holding.
  • Financial Plan Inc first reported a position in Apple in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Apple position peaked at $8.07M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.