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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Investments & Financial Planning LLC's AAPL Position: Q1 2026 in Review

Investments & Financial Planning LLC reduced its Apple (AAPL) stake by 20% in Q1 2026, selling an estimated $157K and leaving 2,374 shares worth $602K. The position accounts for 0.33% of the portfolio, ranked #20.

Investments & Financial Planning LLC first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $809K in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Investments & Financial Planning LLC held 2,374 shares of Apple worth $602K as of Q1 2026.
Investments & Financial Planning LLC sold 602 Apple shares in Q1 2026, an estimated $157K.
Apple made up 0.33% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #20 holding.
Investments & Financial Planning LLC first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
Investments & Financial Planning LLC's Apple position peaked at $809K in Q4 2025.
6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.