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Financial Planning Hawaii’s Apple AAPL Stock Holding History

Financial Planning Hawaii’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 		$18.1M Buy
62,641
+154
+0.2% +$44K 9.72% 1
2026
Q1 		$15.9M Sell
62,487
-1,560
-2% -$406K 9.35% 1
2025
Q4 		$17.4M Buy
+64,047
New +$17.2M 10.03% 1

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Financial Planning Hawaii's AAPL Position: Q2 2026 in Review

Financial Planning Hawaii increased its Apple (AAPL) stake by 0.25% in Q2 2026, buying an estimated $44K and bringing the position to 62,641 shares worth $18.1M. The position accounts for 9.72% of the portfolio, ranked #1.

Financial Planning Hawaii first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,914 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Financial Planning Hawaii held 62,641 shares of Apple worth $18.1M as of Q2 2026.
  • Financial Planning Hawaii bought 154 Apple shares in Q2 2026, an estimated $44K.
  • Apple made up 9.72% of Financial Planning Hawaii's portfolio in Q2 2026, its #1 holding.
  • Financial Planning Hawaii first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.