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Investment Planning Advisors’s Apple AAPL Stock Holding History

Investment Planning 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
Q2 		$1.97M Buy
6,808
+983
+17% +$281K 0.46% 26
2026
Q1 		$1.48M Buy
5,825
+683
+13% +$178K 0.41% 28
2025
Q4 		$1.4M Buy
5,142
+398
+8% +$107K 0.41% 30
2025
Q3 		$1.21M Buy
4,744
+1,476
+45% +$333K 0.38% 31
2025
Q2 		$670K Buy
3,268
+408
+14% +$82.4K 0.24% 39
2025
Q1 		$635K Sell
2,860
-63
-2% -$14.6K 0.26% 43
2024
Q4 		$732K Sell
2,923
-62
-2% -$14.6K 0.32% 36
2024
Q3 		$629K Hold
2,985
– – 0.32% 39
2024
Q2 		$629K Buy
+2,985
New +$557K 0.32% 39

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Investment Planning Advisors's AAPL Position: Q2 2026 in Review

Investment Planning Advisors increased its Apple (AAPL) stake by 17% in Q2 2026, buying an estimated $281K and bringing the position to 6,808 shares worth $1.97M. The position accounts for 0.46% of the portfolio, ranked #26.

Investment Planning Advisors first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Investment Planning Advisors held 6,808 shares of Apple worth $1.97M as of Q2 2026.
  • Investment Planning Advisors bought 983 Apple shares in Q2 2026, an estimated $281K.
  • Apple made up 0.46% of Investment Planning Advisors's portfolio in Q2 2026, its #26 holding.
  • Investment Planning Advisors first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.