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LifePlan Investment Advisors’s Apple AAPL Stock Holding History

LifePlan Investment Advisors’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 		$3.76M Buy
14,825
+292
+2% +$76K 1.48% 25
2025
Q4 		$3.95M Buy
14,533
+515
+4% +$138K 1.61% 23
2025
Q3 		$3.57M Sell
14,018
-145
-1% -$32.8K 1.5% 27
2025
Q2 		$2.91M Buy
14,163
+5,548
+64% +$1.12M 1.44% 31
2025
Q1 		$1.91M Sell
8,615
-423
-5% -$98K 1.1% 32
2024
Q4 		$2.26M Buy
9,038
+478
+6% +$113K 1.4% 28
2024
Q3 		$1.99M Sell
8,560
-96
-1% -$21.4K 1.28% 28
2024
Q2 		$1.82M Buy
8,656
+51
+0.6% +$9.51K 1.31% 27
2024
Q1 		$1.48M Buy
8,605
+599
+7% +$109K 1.18% 27
2023
Q4 		$1.54M Buy
8,006
+527
+7% +$97.3K 1.41% 21
2023
Q3 		$1.28M Buy
7,479
+1,527
+26% +$280K 1.36% 22
2023
Q2 		$1.15M Buy
+5,952
New +$1.04M 1.29% 22

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

LifePlan Investment Advisors's AAPL Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Apple (AAPL) stake by 2% in Q1 2026, buying an estimated $76K and bringing the position to 14,825 shares worth $3.76M. The position accounts for 1.48% of the portfolio, ranked #25.

LifePlan Investment Advisors first reported a position in AAPL in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.95M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • LifePlan Investment Advisors held 14,825 shares of Apple worth $3.76M as of Q1 2026.
  • LifePlan Investment Advisors bought 292 Apple shares in Q1 2026, an estimated $76K.
  • Apple made up 1.48% of LifePlan Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • LifePlan Investment Advisors first reported a position in Apple in Q2 2023 and has held it in 12 quarters since.
  • LifePlan Investment Advisors's Apple position peaked at $3.95M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.