Life Planning Partners
AAPL icon

Life Planning Partners’s Apple AAPL Stock Holding History

Life Planning Partners’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
Q3 		$268K Sell
806
-52
-6% -$16.7K 0.21% 61
2026
Q2 		$248K Hold
858
– – 0.18% 66
2026
Q1 		$218K Hold
858
– – 0.17% 65
2025
Q4 		$233K Hold
858
– – 0.18% 64
2025
Q3 		$218K Buy
+858
New +$194K 0.16% 66
2024
Q1 		– Sell
-685
Closed -$132K – 62
2023
Q4 		$132K Buy
+685
New +$126K 0.13% 69

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Life Planning Partners's AAPL Position: Q3 2026 in Review

Life Planning Partners reduced its Apple (AAPL) stake by 6.1% in Q3 2026, selling an estimated $16.7K and leaving 806 shares worth $268K. The position accounts for 0.21% of the portfolio, ranked #61.

Life Planning Partners first reported a position in AAPL in Q4 2023 and has held it in 6 quarters since. 5,168 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Life Planning Partners held 806 shares of Apple worth $268K as of Q3 2026.
  • Life Planning Partners sold 52 Apple shares in Q3 2026, an estimated $16.7K.
  • Apple made up 0.21% of Life Planning Partners's portfolio in Q3 2026, its #61 holding.
  • Life Planning Partners first reported a position in Apple in Q4 2023 and has held it in 6 quarters since.
  • 5,168 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.