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Northeast Planning Associates NH’s Apple AAPL Stock Holding History

Northeast Planning Associates NH’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 		$729K Buy
2,905
+125
+4% +$35.8K 0.55% 32
2026
Q1 		$706K Sell
2,780
-149
-5% -$38.8K 0.47% 24
2025
Q4 		$796K Hold
2,929
– – 0.56% 24
2025
Q3 		$746K Buy
2,929
+140
+5% +$31.6K 0.63% 21
2025
Q2 		$572K Buy
2,789
+131
+5% +$26.5K 0.53% 26
2025
Q1 		$590K Sell
2,658
-30
-1% -$6.95K 0.49% 25
2024
Q4 		$673K Buy
+2,688
New +$633K 0.7% 20

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

Northeast Planning Associates NH's AAPL Position: Q2 2026 in Review

Northeast Planning Associates NH increased its Apple (AAPL) stake by 4.5% in Q2 2026, buying an estimated $35.8K and bringing the position to 2,905 shares worth $729K. The position accounts for 0.55% of the portfolio, ranked #32.

Northeast Planning Associates NH first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $796K in Q4 2025. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Northeast Planning Associates NH held 2,905 shares of Apple worth $729K as of Q2 2026.
  • Northeast Planning Associates NH bought 125 Apple shares in Q2 2026, an estimated $35.8K.
  • Apple made up 0.55% of Northeast Planning Associates NH's portfolio in Q2 2026, its #32 holding.
  • Northeast Planning Associates NH first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Northeast Planning Associates NH's Apple position peaked at $796K in Q4 2025.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.