HP
AAPL icon

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
Q2 		$8.14M Buy
28,148
+2,545
+10% +$728K 1.27% 15
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 $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 $3.37T AUM 44.26% 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

Holistic Planning's AAPL Position: Q2 2026 in Review

Holistic Planning increased its Apple (AAPL) stake by 9.9% in Q2 2026, buying an estimated $728K and bringing the position to 28,148 shares worth $8.14M. The position accounts for 1.27% of the portfolio, ranked #15.

Holistic Planning first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Holistic Planning held 28,148 shares of Apple worth $8.14M as of Q2 2026.
  • Holistic Planning bought 2,545 Apple shares in Q2 2026, an estimated $728K.
  • Apple made up 1.27% of Holistic Planning's portfolio in Q2 2026, its #15 holding.
  • Holistic Planning first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.