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LifePlan Financial’s Apple AAPL Stock Holding History

LifePlan Financial’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 		$315K Sell
1,087
-1,882
-63% -$538K 0.22% 80
2026
Q1 		$754K Sell
2,969
-274
-8% -$71.3K 0.56% 58
2025
Q4 		$882K Sell
3,243
-81
-2% -$21.7K 0.68% 48
2025
Q3 		$846K Sell
3,324
-117
-3% -$26.4K 0.67% 48
2025
Q2 		$706K Buy
3,441
+1,077
+46% +$218K 0.59% 51
2025
Q1 		$525K Sell
2,364
-23
-1% -$5.33K 0.46% 59
2024
Q4 		$598K Sell
2,387
-131
-5% -$30.9K 0.53% 55
2024
Q3 		$587K Sell
2,518
-54
-2% -$12.1K 0.5% 52
2024
Q2 		$542K Buy
+2,572
New +$480K 0.5% 55

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

LifePlan Financial's AAPL Position: Q2 2026 in Review

LifePlan Financial reduced its Apple (AAPL) stake by 63% in Q2 2026, selling an estimated $538K and leaving 1,087 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #80.

LifePlan Financial first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $882K in Q4 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • LifePlan Financial held 1,087 shares of Apple worth $315K as of Q2 2026.
  • LifePlan Financial sold 1,882 Apple shares in Q2 2026, an estimated $538K.
  • Apple made up 0.22% of LifePlan Financial's portfolio in Q2 2026, its #80 holding.
  • LifePlan Financial first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • LifePlan Financial's Apple position peaked at $882K in Q4 2025.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.