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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OFC Financial Planning's AAPL Position: Q2 2026 in Review

OFC Financial Planning increased its Apple (AAPL) stake by 0.98% in Q2 2026, buying an estimated $229K and bringing the position to 83,046 shares worth $24M. The position accounts for 21.35% of the portfolio, ranked #1.

OFC Financial Planning first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 4,230 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • OFC Financial Planning held 83,046 shares of Apple worth $24M as of Q2 2026.
  • OFC Financial Planning bought 802 Apple shares in Q2 2026, an estimated $229K.
  • Apple made up 21.35% of OFC Financial Planning's portfolio in Q2 2026, its #1 holding.
  • OFC Financial Planning first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 4,230 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.