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Peak Planning Group’s Apple AAPL Stock Holding History

Peak Planning Group’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 		$23.6M Sell
81,639
-1,463
-2% -$418K 5.33% 5
2026
Q1 		$21.1M Sell
83,102
-4,129
-5% -$1.07M 5.85% 5
2025
Q4 		$23.7M Buy
87,231
+13,868
+19% +$3.72M 6.65% 4
2025
Q3 		$18.7M Sell
73,363
-1,240
-2% -$280K 9.73% 3
2025
Q2 		$15.3M Sell
74,603
-20,507
-22% -$4.14M 9.79% 3
2025
Q1 		$21.1M Sell
95,110
-1,797
-2% -$416K 8.88% 4
2024
Q4 		$24.3M Sell
96,907
-1,825
-2% -$430K 10.11% 2
2024
Q3 		$23M Sell
98,732
-140
-0.1% -$31.3K 10.09% 2
2024
Q2 		$20.8M Buy
98,872
+4,978
+5% +$928K 10.24% 2
2024
Q1 		$16.1M Sell
93,894
-305
-0.3% -$55.5K 10.09% 2
2023
Q4 		$18.1M Sell
94,199
-1,359
-1% -$251K 13.05% 1
2023
Q3 		$16.4M Sell
95,558
-448
-0.5% -$82.2K 12.81% 1
2023
Q2 		$18.6M Buy
96,006
+2,428
+3% +$423K 13.84% 1
2023
Q1 		$15.4M Sell
93,578
-17
-0% -$2.51K 12.52% 1
2022
Q4 		$12.2M Sell
93,595
-1,626
-2% -$232K 10.7% 1
2022
Q3 		$13.2M Sell
95,221
-1,371
-1% -$215K 12.18% 2
2022
Q2 		$13.2M Buy
+96,592
New +$14.6M 11.09% 2
2021
Q4 		$16.2M Buy
91,140
+283
+0.3% +$44.7K 11.95% 2
2021
Q3 		$12.9M Buy
+90,857
New +$13.4M 11.06% 2
2021
Q1 		$11.6M Buy
94,973
+1,281
+1% +$164K 11.32% 1
2020
Q4 		$12.4M Buy
93,692
+2,521
+3% +$303K 14.12% 1
2020
Q3 		$10.6M Buy
+91,171
New +$9.95M 14.77% 1

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 $3.37T AUM 44.26% 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

Peak Planning Group's AAPL Position: Q2 2026 in Review

Peak Planning Group reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $418K and leaving 81,639 shares worth $23.6M. The position accounts for 5.33% of the portfolio, ranked #5.

Peak Planning Group first reported a position in AAPL in Q3 2020 and has held it in 22 quarters since. The position peaked at $24.3M in Q4 2024. 6,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Peak Planning Group held 81,639 shares of Apple worth $23.6M as of Q2 2026.
  • Peak Planning Group sold 1,463 Apple shares in Q2 2026, an estimated $418K.
  • Apple made up 5.33% of Peak Planning Group's portfolio in Q2 2026, its #5 holding.
  • Peak Planning Group first reported a position in Apple in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's Apple position peaked at $24.3M in Q4 2024.
  • 6,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.