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Intrepid Financial Planning Group’s Apple AAPL Stock Holding History

Intrepid Financial Planning Group’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 		$9.19M Sell
36,229
-907
-2% -$236K 3.71% 5
2025
Q4 		$10.1M Sell
37,136
-1,015
-3% -$272K 3.84% 4
2025
Q3 		$9.71M Sell
38,151
-1,321
-3% -$298K 3.7% 4
2025
Q2 		$8.1M Sell
39,472
-43
-0.1% -$8.68K 3.4% 5
2025
Q1 		$8.78M Sell
39,515
-1,278
-3% -$296K 4.07% 5
2024
Q4 		$10.2M Sell
40,793
-1,026
-2% -$242K 4.32% 4
2024
Q3 		$9.74M Sell
41,819
-2,110
-5% -$471K 4.17% 6
2024
Q2 		$9.25M Buy
43,929
+2,115
+5% +$394K 3.97% 6
2024
Q1 		$7.17M Sell
41,814
-138
-0.3% -$25.1K 3.1% 8
2023
Q4 		$8.08M Sell
41,952
-698
-2% -$129K 3.86% 5
2023
Q3 		$7.3M Sell
42,650
-1,182
-3% -$217K 3.78% 5
2023
Q2 		$8.5M Sell
43,832
-205
-0.5% -$35.7K 4.08% 5
2023
Q1 		$7.26M Buy
44,037
+94
+0.2% +$13.9K 3.66% 5
2022
Q4 		$5.71M Buy
43,943
+44
+0.1% +$6.29K 3.1% 6
2022
Q3 		$6.07M Buy
43,899
+14
+0% +$2.2K 3.45% 5
2022
Q2 		$6M Buy
+43,885
New +$6.65M 3.3% 6

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

Intrepid Financial Planning Group's AAPL Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its Apple (AAPL) stake by 2.4% in Q1 2026, selling an estimated $236K and leaving 36,229 shares worth $9.19M. The position accounts for 3.71% of the portfolio, ranked #5.

Intrepid Financial Planning Group first reported a position in AAPL in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Intrepid Financial Planning Group held 36,229 shares of Apple worth $9.19M as of Q1 2026.
  • Intrepid Financial Planning Group sold 907 Apple shares in Q1 2026, an estimated $236K.
  • Apple made up 3.71% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #5 holding.
  • Intrepid Financial Planning Group first reported a position in Apple in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's Apple position peaked at $10.2M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.