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Planning Center Inc’s Apple AAPL Stock Holding History

Planning Center Inc’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 		$9.01M Sell
31,138
-757
-2% -$217K 0.85% 19
2026
Q1 		$8.09M Sell
31,895
-1,903
-6% -$495K 0.82% 18
2025
Q4 		$9.19M Sell
33,798
-429
-1% -$115K 0.94% 18
2025
Q3 		$8.72M Sell
34,227
-389
-1% -$87.9K 0.91% 17
2025
Q2 		$7.1M Sell
34,616
-6,857
-17% -$1.38M 0.79% 21
2025
Q1 		$9.21M Sell
41,473
-252
-0.6% -$58.4K 1.09% 17
2024
Q4 		$10.4M Buy
41,725
+5,916
+17% +$1.39M 1.33% 17
2024
Q3 		$8.34M Buy
35,809
+66
+0.2% +$14.7K 1.03% 17
2024
Q2 		$7.53M Sell
35,743
-1,501
-4% -$280K 0.98% 17
2024
Q1 		$6.39M Sell
37,244
-2,143
-5% -$390K 1.39% 15
2023
Q4 		$7.58M Sell
39,387
-755
-2% -$139K 1.76% 13
2023
Q3 		$6.87M Sell
40,142
-1,107
-3% -$203K 1.79% 13
2023
Q2 		$8M Buy
41,249
+190
+0.5% +$33.1K 2.03% 13
2023
Q1 		$6.8M Buy
41,059
+405
+1% +$59.8K 1.87% 12
2022
Q4 		$5.28M Buy
40,654
+9,641
+31% +$1.38M 1.61% 13
2022
Q3 		$4.31M Sell
31,013
-11
-0% -$1.73K 3.42% 8
2022
Q2 		$4.43M Buy
31,024
+3,232
+12% +$489K 3.49% 7
2022
Q1 		$4.85M Buy
27,792
+168
+0.6% +$28.3K 13.95% 2
2021
Q4 		$4.86M Buy
+27,624
New +$4.37M 3.87% 7

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Planning Center Inc's AAPL Position: Q2 2026 in Review

Planning Center Inc reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $217K and leaving 31,138 shares worth $9.01M. The position accounts for 0.85% of the portfolio, ranked #19.

Planning Center Inc first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q4 2024. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Planning Center Inc held 31,138 shares of Apple worth $9.01M as of Q2 2026.
  • Planning Center Inc sold 757 Apple shares in Q2 2026, an estimated $217K.
  • Apple made up 0.85% of Planning Center Inc's portfolio in Q2 2026, its #19 holding.
  • Planning Center Inc first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Apple position peaked at $10.4M in Q4 2024.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.