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Forbes Financial Planning’s Apple AAPL Stock Holding History

Forbes 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
Q2 		$5.73M Buy
19,797
+3
+0% +$858 3.07% 14
2026
Q1 		$5.02M Sell
19,794
-9,784
-33% -$2.55M 2.9% 14
2025
Q4 		$8.04M Buy
+29,578
New +$7.94M 4.7% 11
2025
Q3 		– Sell
-29,478
Closed -$6.05M – 33
2025
Q2 		$6.05M Buy
29,478
+4,454
+18% +$899K 4.09% 12
2025
Q1 		$6.55M Buy
25,024
+4,570
+22% +$1.06M 4.85% 12
2024
Q4 		$75.1M Sell
20,454
-1,379
-6% -$325K 36.4% 1
2024
Q3 		$5.09M Hold
21,833
– – 3.67% 13
2024
Q2 		$4.6M Sell
21,833
-827
-4% -$154K 3.61% 13
2024
Q1 		$3.89M Buy
22,660
+865
+4% +$157K 3.34% 14
2023
Q4 		$4.2M Sell
21,795
-1,100
-5% -$203K 3.91% 11
2023
Q3 		$3.92M Hold
22,895
– – 4.2% 12
2023
Q2 		$4.44M Sell
22,895
-2,999
-12% -$523K 4.29% 11
2023
Q1 		$4.27M Sell
25,894
-268
-1% -$39.5K 4.2% 12
2022
Q4 		$3.62M Hold
26,162
– – 5.26% 9
2022
Q3 		$3.62M Sell
26,162
-3
-0% -$471 5.26% 9
2022
Q2 		$3.58M Sell
26,165
-340
-1% -$51.5K 5.13% 9
2022
Q1 		$4.63M Hold
26,505
– – 5.77% 8
2021
Q4 		$4.7M Buy
+26,505
New +$4.19M 4.64% 11

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

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

Forbes Financial Planning increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $858 and bringing the position to 19,797 shares worth $5.73M. The position accounts for 3.07% of the portfolio, ranked #14.

Forbes Financial Planning first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $75.1M in Q4 2024. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Forbes Financial Planning held 19,797 shares of Apple worth $5.73M as of Q2 2026.
  • Forbes Financial Planning bought 3 Apple shares in Q2 2026, an estimated $858.
  • Apple made up 3.07% of Forbes Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Forbes Financial Planning first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Forbes Financial Planning's Apple position peaked at $75.1M in Q4 2024.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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