PGF
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Plan Group Financial’s Apple AAPL Stock Holding History

Plan Group Financial’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 		$6.76M Buy
26,621
+69
+0.3% +$18K 1.59% 13
2025
Q4 		$7.22M Buy
26,552
+890
+3% +$239K 1.87% 10
2025
Q3 		$6.53M Buy
25,662
+9,089
+55% +$2.05M 1.75% 9
2025
Q2 		$3.4M Buy
16,573
+2,745
+20% +$554K 1.12% 28
2025
Q1 		$3.07M Buy
13,828
+6,353
+85% +$1.47M 1.1% 23
2024
Q4 		$1.87M Sell
7,475
-154
-2% -$36.3K 0.99% 21
2024
Q3 		$1.78M Buy
7,629
+1,232
+19% +$275K 0.94% 22
2024
Q2 		$1.35M Sell
6,397
-44
-0.7% -$8.21K 0.82% 22
2024
Q1 		$1.1M Buy
6,441
+2,081
+48% +$378K 0.73% 29
2023
Q4 		$840K Sell
4,360
-5,722
-57% -$1.06M 0.74% 30
2023
Q3 		$1.73M Sell
10,082
-8,886
-47% -$1.63M 1.24% 19
2023
Q2 		$3.53M Buy
+18,968
New +$3.31M 2.94% 8
2022
Q2 		$265K Buy
+1,942
New +$294K 0.46% 44

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

Plan Group Financial's AAPL Position: Q1 2026 in Review

Plan Group Financial increased its Apple (AAPL) stake by 0.26% in Q1 2026, buying an estimated $18K and bringing the position to 26,621 shares worth $6.76M. The position accounts for 1.59% of the portfolio, ranked #13.

Plan Group Financial first reported a position in AAPL in Q2 2022 and has held it in 13 quarters since. The position peaked at $7.22M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Plan Group Financial held 26,621 shares of Apple worth $6.76M as of Q1 2026.
  • Plan Group Financial bought 69 Apple shares in Q1 2026, an estimated $18K.
  • Apple made up 1.59% of Plan Group Financial's portfolio in Q1 2026, its #13 holding.
  • Plan Group Financial first reported a position in Apple in Q2 2022 and has held it in 13 quarters since.
  • Plan Group Financial's Apple position peaked at $7.22M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.