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Leading Edge Financial Planning’s Apple AAPL Stock Holding History

Leading Edge 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 		$1.05M Buy
3,646
+349
+11% +$99.8K 0.19% 29
2026
Q1 		$837K Buy
3,297
+239
+8% +$62.2K 0.18% 30
2025
Q4 		$831K Buy
3,058
+24
+0.8% +$6.44K 0.19% 29
2025
Q3 		$772K Buy
3,034
+68
+2% +$15.4K 0.19% 30
2025
Q2 		$608K Buy
2,966
+187
+7% +$37.8K 0.17% 33
2025
Q1 		$617K Buy
2,779
+207
+8% +$48K 0.19% 31
2024
Q4 		$644K Sell
2,572
-68
-3% -$16K 0.21% 33
2024
Q3 		$615K Buy
2,640
+116
+5% +$25.9K 0.21% 31
2024
Q2 		$532K Sell
2,524
-4,148
-62% -$774K 0.21% 31
2024
Q1 		$1.14M Sell
6,672
-437
-6% -$79.5K 0.51% 18
2023
Q4 		$1.37M Buy
7,109
+62
+0.9% +$11.4K 0.71% 19
2023
Q3 		$1.21M Sell
7,047
-7
-0.1% -$1.28K 0.77% 20
2023
Q2 		$1.37M Buy
7,054
+378
+6% +$65.9K 0.9% 17
2023
Q1 		$1.1M Sell
6,676
-36
-0.5% -$5.31K 0.8% 20
2022
Q4 		$872K Buy
+6,712
New +$959K 0.75% 24

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

Leading Edge Financial Planning's AAPL Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $99.8K and bringing the position to 3,646 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #29.

Leading Edge Financial Planning first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Leading Edge Financial Planning held 3,646 shares of Apple worth $1.05M as of Q2 2026.
  • Leading Edge Financial Planning bought 349 Apple shares in Q2 2026, an estimated $99.8K.
  • Apple made up 0.19% of Leading Edge Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Leading Edge Financial Planning first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's Apple position peaked at $1.37M in Q4 2023.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.