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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
Q2 		$10.4M Sell
35,792
-437
-1% -$125K 3.52% 6
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 $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

Intrepid Financial Planning Group's AAPL Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Apple (AAPL) stake by 1.2% in Q2 2026, selling an estimated $125K and leaving 35,792 shares worth $10.4M. The position accounts for 3.52% of the portfolio, ranked #6.

Intrepid Financial Planning Group first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Intrepid Financial Planning Group held 35,792 shares of Apple worth $10.4M as of Q2 2026.
  • Intrepid Financial Planning Group sold 437 Apple shares in Q2 2026, an estimated $125K.
  • Apple made up 3.52% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #6 holding.
  • Intrepid Financial Planning Group first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.