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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keener Financial Planning's AAPL Position: Q1 2026 in Review

Keener Financial Planning reduced its Apple (AAPL) stake by 5% in Q1 2026, selling an estimated $147K and leaving 10,712 shares worth $2.72M. The position accounts for 1.14% of the portfolio, ranked #11.

Keener Financial Planning first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.06M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Keener Financial Planning held 10,712 shares of Apple worth $2.72M as of Q1 2026.
  • Keener Financial Planning sold 564 Apple shares in Q1 2026, an estimated $147K.
  • Apple made up 1.14% of Keener Financial Planning's portfolio in Q1 2026, its #11 holding.
  • Keener Financial Planning first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Keener Financial Planning's Apple position peaked at $3.06M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.