PlanVest Financial’s Apple AAPL Stock Holding History

PlanVest 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	$2.52M	Buy	8,696 +497	+6%	+$142K	1.68%	17
2026 Q1	$2.08M	Buy	+8,199	New	+$2.13M	1.58%	17

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PlanVest Financial's AAPL Position: Q2 2026 in Review

PlanVest Financial increased its Apple (AAPL) stake by 6.1% in Q2 2026, buying an estimated $142K and bringing the position to 8,696 shares worth $2.52M. The position accounts for 1.68% of the portfolio, ranked #17.

PlanVest Financial first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

PlanVest Financial held 8,696 shares of Apple worth $2.52M as of Q2 2026.
PlanVest Financial bought 497 Apple shares in Q2 2026, an estimated $142K.
Apple made up 1.68% of PlanVest Financial's portfolio in Q2 2026, its #17 holding.
PlanVest Financial first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.