OFC Financial Planning
AAPL icon

OFC Financial Planning’s Apple AAPL Stock Holding History

OFC 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 		$27.6M Sell
82,938
-108
-0.1% -$34.7K 23.73% 1
2026
Q2 		$24M Buy
83,046
+802
+1% +$229K 21.35% 1
2026
Q1 		$20.9M Hold
82,244
– – 20.51% 1
2025
Q4 		$22.4M Sell
82,244
-139
-0.2% -$37.3K 21.23% 1
2025
Q3 		$21M Sell
82,383
-362
-0.4% -$81.8K 20.77% 1
2025
Q2 		$17M Sell
82,745
-54
-0.1% -$10.9K 18.02% 1
2025
Q1 		$18.4M Sell
82,799
-374
-0.4% -$86.6K 20.81% 1
2024
Q4 		$20.8M Buy
+83,173
New +$19.6M 21.97% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OFC Financial Planning's AAPL Position: Q3 2026 in Review

OFC Financial Planning reduced its Apple (AAPL) stake by 0.13% in Q3 2026, selling an estimated $34.7K and leaving 82,938 shares worth $27.6M. The position accounts for 23.73% of the portfolio, ranked #1.

OFC Financial Planning first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • OFC Financial Planning held 82,938 shares of Apple worth $27.6M as of Q3 2026.
  • OFC Financial Planning sold 108 Apple shares in Q3 2026, an estimated $34.7K.
  • Apple made up 23.73% of OFC Financial Planning's portfolio in Q3 2026, its #1 holding.
  • OFC Financial Planning first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.