Investments & Financial Planning LLC’s Apple AAPL Stock Holding History

Investments & Financial Planning LLC’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	$696K	Buy	2,404 +30	+1%	+$8.58K	0.33%	18
2026 Q1	$602K	Sell	2,374 -602	-20%	-$157K	0.33%	20
2025 Q4	$809K	Hold	2,976	–	–	0.43%	18
2025 Q3	$758K	Buy	2,976 +1	+0%	+$226	0.41%	18
2025 Q2	$610K	Hold	2,975	–	–	0.35%	20
2025 Q1	$661K	Hold	2,975	–	–	0.43%	19
2024 Q4	$745K	Buy	2,975 +2	+0.1%	+$471	0.46%	18
2024 Q3	$693K	Buy	2,973 +3	+0.1%	+$670	0.44%	18
2024 Q2	$626K	Buy	2,970 +1	+0%	+$186	0.42%	18
2024 Q1	$509K	Buy	2,969 +351	+13%	+$63.8K	0.35%	21
2023 Q4	$504K	Buy	2,618 +1	+0%	+$185	0.38%	23
2023 Q3	$448K	Hold	2,617	–	–	0.4%	25
2023 Q2	$508K	Buy	2,617 +6	+0.2%	+$1.05K	0.44%	25
2023 Q1	$431K	Sell	2,611 -358	-12%	-$52.8K	0.4%	27
2022 Q4	$386K	Buy	+2,969	New	+$424K	0.38%	29
2022 Q2	$376K	Buy	2,748 +31	+1%	+$4.7K	0.39%	25
2022 Q1	$475K	Hold	2,717	–	–	0.42%	23
2021 Q4	$468K	Buy	+2,717	New	+$429K	0.42%	23

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Investments & Financial Planning LLC's AAPL Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $8.58K and bringing the position to 2,404 shares worth $696K. The position accounts for 0.33% of the portfolio, ranked #18.

Investments & Financial Planning LLC first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $809K in Q4 2025. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Investments & Financial Planning LLC held 2,404 shares of Apple worth $696K as of Q2 2026.
Investments & Financial Planning LLC bought 30 Apple shares in Q2 2026, an estimated $8.58K.
Apple made up 0.33% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #18 holding.
Investments & Financial Planning LLC first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Investments & Financial Planning LLC's Apple position peaked at $809K in Q4 2025.
6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.