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BFC Planning, Inc.’s Apple AAPL Stock Holding History

BFC Planning, 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 		$52.5M Sell
181,504
-109,760
-38% -$31.4M 2.14% 3
2026
Q1 		$73.9M Sell
291,264
-889
-0.3% -$231K 3.3% 4
2025
Q4 		$79.4M Buy
292,153
+72,137
+33% +$19.4M 3.51% 3
2025
Q3 		$56M Buy
220,016
+2,280
+1% +$515K 4.05% 3
2025
Q2 		$44.7M Sell
217,736
-5,822
-3% -$1.18M 3.51% 3
2025
Q1 		$49.7M Sell
223,558
-24,719
-10% -$5.73M 4.38% 2
2024
Q4 		$62.2M Buy
+248,277
New +$58.5M 5.17% 2

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

BFC Planning, Inc.'s AAPL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Apple (AAPL) stake by 38% in Q2 2026, selling an estimated $31.4M and leaving 181,504 shares worth $52.5M. The position accounts for 2.14% of the portfolio, ranked #3.

BFC Planning, Inc. first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.4M in Q4 2025. 6,167 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • BFC Planning, Inc. held 181,504 shares of Apple worth $52.5M as of Q2 2026.
  • BFC Planning, Inc. sold 109,760 Apple shares in Q2 2026, an estimated $31.4M.
  • Apple made up 2.14% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3 holding.
  • BFC Planning, Inc. first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Apple position peaked at $79.4M in Q4 2025.
  • 6,167 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.