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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
Q3 		$17.8M Buy
53,356
+42,941
+412% +$13.8M 6.34% 3
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Plan A Wealth's AAPL Position: Q3 2026 in Review

Plan A Wealth increased its Apple (AAPL) stake by 412% in Q3 2026, buying an estimated $13.8M and bringing the position to 53,356 shares worth $17.8M. The position accounts for 6.34% of the portfolio, ranked #3.

Plan A Wealth first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 610 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Plan A Wealth held 53,356 shares of Apple worth $17.8M as of Q3 2026.
  • Plan A Wealth bought 42,941 Apple shares in Q3 2026, an estimated $13.8M.
  • Apple made up 6.34% of Plan A Wealth's portfolio in Q3 2026, its #3 holding.
  • Plan A Wealth first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 610 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.