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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
Q2 		$2.01M Buy
6,474
+143
+2% +$40.9K 1.48% 7
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 $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

Phillips Wealth Planners's AAPL Position: Q2 2026 in Review

Phillips Wealth Planners increased its Apple (AAPL) stake by 2.3% in Q2 2026, buying an estimated $40.9K and bringing the position to 6,474 shares worth $2.01M. The position accounts for 1.48% of the portfolio, ranked #7.

Phillips Wealth Planners first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Phillips Wealth Planners held 6,474 shares of Apple worth $2.01M as of Q2 2026.
  • Phillips Wealth Planners bought 143 Apple shares in Q2 2026, an estimated $40.9K.
  • Apple made up 1.48% of Phillips Wealth Planners's portfolio in Q2 2026, its #7 holding.
  • Phillips Wealth Planners first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.