OLIO Financial Planning
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OLIO Financial Planning’s Apple AAPL Stock Holding History

OLIO 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 		$3.47M Buy
10,432
+12
+0.1% +$3.85K 0.86% 12
2026
Q2 		$3.02M Sell
10,420
-768
-7% -$220K 0.75% 13
2026
Q1 		$2.84M Buy
11,188
+821
+8% +$214K 0.79% 13
2025
Q4 		$2.82M Buy
10,367
+2,087
+25% +$560K 0.79% 13
2025
Q3 		$2.11M Sell
8,280
-94
-1% -$21.2K 0.62% 15
2025
Q2 		$1.72M Sell
8,374
-189
-2% -$38.2K 0.54% 16
2025
Q1 		$1.9M Buy
8,563
+78
+0.9% +$18.1K 0.66% 16
2024
Q4 		$2.12M Sell
8,485
-2,066
-20% -$487K 0.75% 15
2024
Q3 		$2.04M Buy
10,551
+2
+0% +$447 0.86% 18
2024
Q2 		$2.04M Sell
10,549
-2
-0% -$373 0.86% 18
2024
Q1 		$2.04M Hold
10,551
– – 0.86% 18
2023
Q4 		$2.04M Sell
10,551
-185
-2% -$34.2K 0.86% 18
2023
Q3 		$1.84M Buy
10,736
+1,028
+11% +$189K 0.86% 17
2023
Q2 		$1.88M Buy
9,708
+214
+2% +$37.3K 0.89% 17
2023
Q1 		$1.57M Buy
9,494
+530
+6% +$78.2K 0.81% 18
2022
Q4 		$1.16M Sell
8,964
-1,120
-11% -$160K 0.63% 23
2022
Q3 		$1.39M Buy
10,084
+34
+0.3% +$5.34K 0.83% 19
2022
Q2 		$1.37M Buy
10,050
+435
+5% +$65.9K 0.77% 22
2022
Q1 		$1.68M Buy
9,615
+89
+0.9% +$15K 0.96% 16
2021
Q4 		$1.69M Buy
+9,526
New +$1.51M 1.01% 13

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

OLIO Financial Planning increased its Apple (AAPL) stake by 0.12% in Q3 2026, buying an estimated $3.85K and bringing the position to 10,432 shares worth $3.47M. The position accounts for 0.86% of the portfolio, ranked #12.

OLIO Financial Planning first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 2,437 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • OLIO Financial Planning held 10,432 shares of Apple worth $3.47M as of Q3 2026.
  • OLIO Financial Planning bought 12 Apple shares in Q3 2026, an estimated $3.85K.
  • Apple made up 0.86% of OLIO Financial Planning's portfolio in Q3 2026, its #12 holding.
  • OLIO Financial Planning first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 2,437 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.