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Plan A Wealth’s Apple AAPL Stock Holding History

Plan A Wealth’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 		$3.01M Buy
10,415
+157
+2% +$44.9K 1.28% 11
2026
Q1 		$2.6M Buy
10,258
+200
+2% +$52K 1.25% 12
2025
Q4 		$2.73M Buy
10,058
+110
+1% +$29.5K 1.34% 13
2025
Q3 		$2.53M Buy
9,948
+253
+3% +$57.2K 1.29% 13
2025
Q2 		$1.99M Buy
9,695
+3,193
+49% +$645K 1.13% 16
2025
Q1 		$1.44M Buy
6,502
+1,884
+41% +$436K 1.12% 24
2024
Q4 		$1.16M Buy
+4,618
New +$1.09M 1.06% 27

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

Plan A Wealth's AAPL Position: Q2 2026 in Review

Plan A Wealth increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $44.9K and bringing the position to 10,415 shares worth $3.01M. The position accounts for 1.28% of the portfolio, ranked #11.

Plan A Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Plan A Wealth held 10,415 shares of Apple worth $3.01M as of Q2 2026.
  • Plan A Wealth bought 157 Apple shares in Q2 2026, an estimated $44.9K.
  • Apple made up 1.28% of Plan A Wealth's portfolio in Q2 2026, its #11 holding.
  • Plan A Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.