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Partners in Financial Planning’s Apple AAPL Stock Holding History

Partners in 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 		$1.71M Sell
5,921
-225
-4% -$64.4K 0.26% 36
2026
Q1 		$1.56M Sell
6,146
-395
-6% -$103K 0.26% 36
2025
Q4 		$1.78M Buy
6,541
+13
+0.2% +$3.49K 0.3% 32
2025
Q3 		$1.66M Hold
6,528
– – 0.29% 35
2025
Q2 		$1.34M Buy
6,528
+1
+0% +$202 0.25% 40
2025
Q1 		$1.45M Hold
6,527
– – 0.29% 35
2024
Q4 		$1.63M Sell
6,527
-255
-4% -$60.1K 0.33% 33
2024
Q3 		$1.58M Sell
6,782
-1
-0% -$223 0.32% 33
2024
Q2 		$1.43M Sell
6,783
-800
-11% -$149K 0.31% 33
2024
Q1 		$1.3M Sell
7,583
-103
-1% -$18.7K 0.29% 39
2023
Q4 		$1.48M Sell
7,686
-647
-8% -$119K 0.35% 34
2023
Q3 		$1.43M Buy
8,333
+252
+3% +$46.2K 0.37% 34
2023
Q2 		$1.57M Buy
8,081
+57
+0.7% +$9.93K 0.4% 32
2023
Q1 		$1.32M Sell
8,024
-3
-0% -$443 0.35% 36
2022
Q4 		$1M Buy
8,027
+101
+1% +$14.4K 0.28% 42
2022
Q3 		$1.2M Buy
7,926
+1
+0% +$157 0.34% 33
2022
Q2 		$1.25M Buy
7,925
+105
+1% +$15.9K 0.4% 27
2022
Q1 		$1.27M Buy
7,820
+52
+0.7% +$8.74K 0.4% 29
2021
Q4 		$1.31M Buy
7,768
+60
+0.8% +$9.48K 0.4% 28
2021
Q3 		$1.09M Buy
7,708
+208
+3% +$30.6K 0.34% 30
2021
Q2 		$1.03M Buy
+7,500
New +$972K 0.32% 33

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Partners in Financial Planning reduced its Apple (AAPL) stake by 3.7% in Q2 2026, selling an estimated $64.4K and leaving 5,921 shares worth $1.71M. The position accounts for 0.26% of the portfolio, ranked #36.

Partners in Financial Planning first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.78M in Q4 2025. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Partners in Financial Planning held 5,921 shares of Apple worth $1.71M as of Q2 2026.
  • Partners in Financial Planning sold 225 Apple shares in Q2 2026, an estimated $64.4K.
  • Apple made up 0.26% of Partners in Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Partners in Financial Planning first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's Apple position peaked at $1.78M in Q4 2025.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.