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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
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 		$9.68M 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 		$9.88M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Game Plan Financial Advisors's AAPL Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Apple (AAPL) stake by 0.19% in Q1 2026, buying an estimated $25K and bringing the position to 51,068 shares worth $13M. The position accounts for 5.83% of the portfolio, ranked #3.

Game Plan Financial Advisors first reported a position in AAPL in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Game Plan Financial Advisors held 51,068 shares of Apple worth $13M as of Q1 2026.
  • Game Plan Financial Advisors bought 96 Apple shares in Q1 2026, an estimated $25K.
  • Apple made up 5.83% of Game Plan Financial Advisors's portfolio in Q1 2026, its #3 holding.
  • Game Plan Financial Advisors first reported a position in Apple in Q4 2019 and has held it in 23 quarters since.
  • Game Plan Financial Advisors's Apple position peaked at $13.9M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.