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Keener Financial Planning’s Apple AAPL Stock Holding History

Keener Financial Planning’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 		$3.27M Buy
11,303
+591
+6% +$169K 1.17% 8
2026
Q1 		$2.72M Sell
10,712
-564
-5% -$147K 1.14% 11
2025
Q4 		$3.06M Buy
11,276
+3,187
+39% +$856K 1.32% 9
2025
Q3 		$2.06M Buy
8,089
+2,998
+59% +$677K 0.96% 10
2025
Q2 		$1.04M Buy
5,091
+724
+17% +$146K 0.52% 13
2025
Q1 		$970K Sell
4,367
-561
-11% -$130K 0.63% 11
2024
Q4 		$1.23M Buy
4,928
+515
+12% +$121K 0.73% 11
2024
Q3 		$1.03M Sell
4,413
-968
-18% -$216K 0.67% 10
2024
Q2 		$1.13M Sell
5,381
-116
-2% -$21.6K 0.74% 11
2024
Q1 		$943K Buy
5,497
+469
+9% +$85.3K 0.65% 12
2023
Q4 		$968K Buy
+5,028
New +$928K 0.75% 11

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

Keener Financial Planning's AAPL Position: Q2 2026 in Review

Keener Financial Planning increased its Apple (AAPL) stake by 5.5% in Q2 2026, buying an estimated $169K and bringing the position to 11,303 shares worth $3.27M. The position accounts for 1.17% of the portfolio, ranked #8.

Keener Financial Planning first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Keener Financial Planning held 11,303 shares of Apple worth $3.27M as of Q2 2026.
  • Keener Financial Planning bought 591 Apple shares in Q2 2026, an estimated $169K.
  • Apple made up 1.17% of Keener Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Keener Financial Planning first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.