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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Partners in Financial Planning's AAPL Position: Q1 2026 in Review

Partners in Financial Planning reduced its Apple (AAPL) stake by 6% in Q1 2026, selling an estimated $103K and leaving 6,146 shares worth $1.56M. 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 20 quarters since. The position peaked at $1.78M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Partners in Financial Planning held 6,146 shares of Apple worth $1.56M as of Q1 2026.
  • Partners in Financial Planning sold 395 Apple shares in Q1 2026, an estimated $103K.
  • Apple made up 0.26% of Partners in Financial Planning's portfolio in Q1 2026, its #36 holding.
  • Partners in Financial Planning first reported a position in Apple in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Apple position peaked at $1.78M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.