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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
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 $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

OLIO Financial Planning reduced its Apple (AAPL) stake by 6.9% in Q2 2026, selling an estimated $220K and leaving 10,420 shares worth $3.02M. The position accounts for 0.75% of the portfolio, ranked #13.

OLIO Financial Planning first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,517 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • OLIO Financial Planning held 10,420 shares of Apple worth $3.02M as of Q2 2026.
  • OLIO Financial Planning sold 768 Apple shares in Q2 2026, an estimated $220K.
  • Apple made up 0.75% of OLIO Financial Planning's portfolio in Q2 2026, its #13 holding.
  • OLIO Financial Planning first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,517 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.