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Obsidian Personal Planning Solutions’s Apple AAPL Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$4.84M Buy
17,904
+151
+0.9% +$34.1K 1.68% 18
2025
Q2 		$3.64M Buy
17,753
+506
+3% +$102K 1.47% 20
2025
Q1 		$3.66M Sell
17,247
-405
-2% -$93.8K 1.64% 19
2024
Q4 		$4.17M Sell
17,652
-289
-2% -$68.1K 2.01% 18
2024
Q3 		$4.05M Sell
17,941
-95
-0.5% -$21.2K 2.12% 18
2024
Q2 		$3.8M Buy
18,036
+9
+0% +$1.68K 2.32% 18
2024
Q1 		$3.07M Sell
18,027
-1,593
-8% -$290K 2.02% 18
2023
Q4 		$3.78M Buy
19,620
+1,856
+10% +$343K 2.87% 13
2023
Q3 		$3.04M Sell
17,764
-707
-4% -$130K 2.6% 13
2023
Q2 		$3.58M Sell
18,471
-300
-2% -$52.3K 4.41% 7
2023
Q1 		$3.1M Sell
18,771
-1,150
-6% -$170K 4.51% 8
2022
Q4 		$2.59M Buy
19,921
+3,480
+21% +$497K 4.15% 10
2022
Q3 		$2.27M Sell
16,441
-425
-3% -$66.7K 4.16% 10
2022
Q2 		$2.31M Buy
+16,866
New +$2.55M 3.93% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obsidian Personal Planning Solutions's AAPL Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Apple (AAPL) stake by 0.85% in Q3 2025, buying an estimated $34.1K and bringing the position to 17,904 shares worth $4.84M. The position accounts for 1.68% of the portfolio, ranked #18.

Obsidian Personal Planning Solutions first reported a position in AAPL in Q2 2022 and has held it in 14 quarters since. 5,594 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Obsidian Personal Planning Solutions held 17,904 shares of Apple worth $4.84M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 151 Apple shares in Q3 2025, an estimated $34.1K.
  • Apple made up 1.68% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #18 holding.
  • Obsidian Personal Planning Solutions first reported a position in Apple in Q2 2022 and has held it in 14 quarters since.
  • 5,594 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.