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Holistic Planning’s Apple AAPL Stock Holding History

Holistic 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
Q1 		$6.5M Sell
25,603
-200
-0.8% -$52K 1.3% 17
2025
Q4 		$7.01M Buy
25,803
+2,408
+10% +$646K 1.5% 13
2025
Q3 		$5.96M Buy
23,395
+601
+3% +$136K 1.56% 15
2025
Q2 		$4.68M Buy
22,794
+6,934
+44% +$1.4M 1.34% 18
2025
Q1 		$3.52M Buy
15,860
+422
+3% +$97.8K 1.19% 17
2024
Q4 		$3.87M Buy
15,438
+386
+3% +$91K 1.4% 15
2024
Q3 		$3.51M Buy
15,052
+903
+6% +$202K 1.48% 13
2024
Q2 		$2.43M Hold
14,149
– – 1.86% 12
2024
Q1 		$2.43M Sell
14,149
-638
-4% -$116K 1.85% 12
2023
Q4 		$2.85M Buy
+14,787
New +$2.73M 2.4% 7

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

Holistic Planning's AAPL Position: Q1 2026 in Review

Holistic Planning reduced its Apple (AAPL) stake by 0.78% in Q1 2026, selling an estimated $52K and leaving 25,603 shares worth $6.5M. The position accounts for 1.3% of the portfolio, ranked #17.

Holistic Planning first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.01M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Holistic Planning held 25,603 shares of Apple worth $6.5M as of Q1 2026.
  • Holistic Planning sold 200 Apple shares in Q1 2026, an estimated $52K.
  • Apple made up 1.3% of Holistic Planning's portfolio in Q1 2026, its #17 holding.
  • Holistic Planning first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's Apple position peaked at $7.01M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.