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Phillips Wealth Planners’s Apple AAPL Stock Holding History

Phillips Wealth Planners’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 		$1.85M Buy
6,331
+396
+7% +$103K 1.39% 7
2025
Q4 		$1.47M Sell
5,935
-47
-0.8% -$12.6K 1.18% 15
2025
Q3 		$1.54M Buy
5,982
+1,106
+23% +$250K 1.27% 8
2025
Q2 		$1.02M Sell
4,876
-162
-3% -$32.7K 0.93% 26
2025
Q1 		$998K Buy
5,038
+510
+11% +$118K 1.05% 23
2024
Q4 		$1.07M Sell
4,528
-1,153
-20% -$272K 1.07% 22
2024
Q3 		$1.32M Buy
5,681
+255
+5% +$56.9K 1.26% 14
2024
Q2 		$1.26M Buy
5,426
+672
+14% +$125K 1.33% 13
2024
Q1 		$805K Buy
4,754
+409
+9% +$74.4K 0.93% 24
2023
Q4 		$820K Sell
4,345
-1,008
-19% -$186K 0.99% 25
2023
Q3 		$939K Buy
5,353
+112
+2% +$20.5K 1.27% 18
2023
Q2 		$1.02M Sell
5,241
-43
-0.8% -$7.49K 1.33% 16
2023
Q1 		$896K Buy
+5,284
New +$780K 1.18% 20

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Phillips Wealth Planners's AAPL Position: Q1 2026 in Review

Phillips Wealth Planners increased its Apple (AAPL) stake by 6.7% in Q1 2026, buying an estimated $103K and bringing the position to 6,331 shares worth $1.85M. The position accounts for 1.39% of the portfolio, ranked #7.

Phillips Wealth Planners first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Phillips Wealth Planners held 6,331 shares of Apple worth $1.85M as of Q1 2026.
  • Phillips Wealth Planners bought 396 Apple shares in Q1 2026, an estimated $103K.
  • Apple made up 1.39% of Phillips Wealth Planners's portfolio in Q1 2026, its #7 holding.
  • Phillips Wealth Planners first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.