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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Life Planning Partners's AAPL Position: Q2 2026 in Review

Life Planning Partners held its Apple (AAPL) position steady in Q2 2026 at 858 shares worth $248K. The position accounts for 0.18% of the portfolio, ranked #66.

Life Planning Partners first reported a position in AAPL in Q4 2023 and has held it in 5 quarters since. 3,717 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Life Planning Partners held 858 shares of Apple worth $248K as of Q2 2026.
  • Life Planning Partners left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.18% of Life Planning Partners's portfolio in Q2 2026, its #66 holding.
  • Life Planning Partners first reported a position in Apple in Q4 2023 and has held it in 5 quarters since.
  • 3,717 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.