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
Q2 		$7.62M Sell
26,338
-283
-1% -$80.9K 1.57% 16
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 $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 Group Financial's AAPL Position: Q2 2026 in Review

Plan Group Financial reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $80.9K and leaving 26,338 shares worth $7.62M. The position accounts for 1.57% of the portfolio, ranked #16.

Plan Group Financial first reported a position in AAPL in Q2 2022 and has held it in 14 quarters since. 6,126 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Plan Group Financial held 26,338 shares of Apple worth $7.62M as of Q2 2026.
  • Plan Group Financial sold 283 Apple shares in Q2 2026, an estimated $80.9K.
  • Apple made up 1.57% of Plan Group Financial's portfolio in Q2 2026, its #16 holding.
  • Plan Group Financial first reported a position in Apple in Q2 2022 and has held it in 14 quarters since.
  • 6,126 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.