Mallini Complete Financial Planning
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Mallini Complete Financial Planning’s Apple AAPL Stock Holding History

Mallini Complete 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
Q3 		– Hold
0
– – – 10
2026
Q2 		– Hold
0
– – – 11
2026
Q1 		– Hold
0
– – – 13
2025
Q4 		– Sell
-3,067
Closed -$823K – 10
2025
Q3 		$781K Buy
+3,067
New +$693K 0.64% 11
2025
Q2 		– Hold
0
– – – 17
2025
Q1 		– Hold
0
– – – 14
2024
Q4 		– Hold
0
– – – 12

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mallini Complete Financial Planning's AAPL Position: Q3 2026 in Review

Mallini Complete Financial Planning held its Apple (AAPL) position steady in Q3 2026 at 0 shares worth $1.27M. The position accounts for 0.89% of the portfolio, ranked #10.

Mallini Complete Financial Planning first reported a position in AAPL in Q3 2025 and has held it in 1 quarter since. The position peaked at $781K in Q3 2025. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Mallini Complete Financial Planning held 0 shares of Apple worth $1.27M as of Q3 2026.
  • Mallini Complete Financial Planning left its Apple share count unchanged in Q3 2026.
  • Apple made up 0.89% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #10 holding.
  • Mallini Complete Financial Planning first reported a position in Apple in Q3 2025 and has held it in 1 quarter since.
  • Mallini Complete Financial Planning's Apple position peaked at $781K in Q3 2025.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.