Game Plan Financial Advisors
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Game Plan Financial Advisors’s Apple AAPL Stock Holding History

Game Plan Financial Advisors’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
Q3 		$15.9M Sell
47,808
-2,873
-6% -$923K 6.02% 3
2026
Q2 		$14.7M Sell
50,681
-387
-0.8% -$111K 5.45% 2
2026
Q1 		$13M Buy
51,068
+96
+0.2% +$25K 5.83% 3
2025
Q4 		$13.9M Buy
50,972
+8,761
+21% +$2.35M 5.57% 2
2025
Q3 		$10.7M Buy
42,211
+4,707
+13% +$1.06M 4.45% 3
2025
Q2 		$7.69M Sell
37,504
-6,083
-14% -$1.23M 3.36% 6
2025
Q1 		$9.7M Sell
43,587
-3,310
-7% -$767K 4.7% 1
2024
Q4 		$11.7M Buy
46,897
+93
+0.2% +$21.9K 5.57% 1
2024
Q3 		$10.9M Sell
46,804
-109
-0.2% -$24.3K 5.27% 1
2024
Q2 		$9.9M Buy
46,913
+1,653
+4% +$308K 4.87% 2
2024
Q1 		$7.76M Buy
45,260
+333
+0.7% +$60.5K 3.93% 2
2023
Q4 		$8.64M Buy
+44,927
New +$8.3M 4.95% 1
2022
Q4 		$6.91M Sell
53,215
-4,023
-7% -$575K 5.69% 2
2022
Q3 		$7.91M Sell
57,238
-5,220
-8% -$819K 6.67% 1
2022
Q2 		$8.48M Sell
62,458
-1,282
-2% -$194K 6.81% 1
2022
Q1 		$11.1M Sell
63,740
-1,585
-2% -$267K 6.64% 1
2021
Q4 		$11.6M Buy
65,325
+151
+0.2% +$23.9K 6.2% 1
2021
Q3 		$9.22M Sell
65,174
-1,354
-2% -$199K 5.5% 1
2021
Q2 		$9.11M Buy
66,528
+324
+0.5% +$42K 5.42% 1
2021
Q1 		$8.13M Sell
66,204
-3,349
-5% -$430K 5.24% 1
2020
Q4 		$9.25M Buy
69,553
+6,466
+10% +$778K 6.57% 1
2020
Q3 		$7.31M Sell
63,087
-19,637
-24% -$2.14M 7.32% 1
2020
Q2 		$7.54M Sell
82,724
-3,004
-4% -$233K 10.81% 1
2020
Q1 		$5.46M Buy
85,728
+16,440
+24% +$1.21M 6.42% 1
2019
Q4 		$5.09M Buy
+69,288
New +$4.46M 4.76% 1

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Game Plan Financial Advisors's AAPL Position: Q3 2026 in Review

Game Plan Financial Advisors reduced its Apple (AAPL) stake by 5.7% in Q3 2026, selling an estimated $923K and leaving 47,808 shares worth $15.9M. The position accounts for 6.02% of the portfolio, ranked #3.

Game Plan Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. 4,963 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Game Plan Financial Advisors held 47,808 shares of Apple worth $15.9M as of Q3 2026.
  • Game Plan Financial Advisors sold 2,873 Apple shares in Q3 2026, an estimated $923K.
  • Apple made up 6.02% of Game Plan Financial Advisors's portfolio in Q3 2026, its #3 holding.
  • Game Plan Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • 4,963 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.