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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
Q2 		$6.09M Sell
21,053
-1,424
-6% -$407K 0.58% 21
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Plan Inc's AAPL Position: Q2 2026 in Review

Financial Plan Inc reduced its Apple (AAPL) stake by 6.3% in Q2 2026, selling an estimated $407K and leaving 21,053 shares worth $6.09M. The position accounts for 0.58% of the portfolio, ranked #21.

Financial Plan Inc first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.07M in Q4 2025. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Plan Inc held 21,053 shares of Apple worth $6.09M as of Q2 2026.
  • Financial Plan Inc sold 1,424 Apple shares in Q2 2026, an estimated $407K.
  • Apple made up 0.58% of Financial Plan Inc's portfolio in Q2 2026, its #21 holding.
  • Financial Plan Inc first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's Apple position peaked at $8.07M in Q4 2025.
  • 6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.