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 Q3	$2.79M	Sell	8,393 -303	-3%	-$97.3K	1.8%	17
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PlanVest Financial's AAPL Position: Q3 2026 in Review

PlanVest Financial reduced its Apple (AAPL) stake by 3.5% in Q3 2026, selling an estimated $97.3K and leaving 8,393 shares worth $2.79M. The position accounts for 1.8% of the portfolio, ranked #17.

PlanVest Financial first reported a position in AAPL in Q1 2026 and has held it in 3 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

PlanVest Financial held 8,393 shares of Apple worth $2.79M as of Q3 2026.
PlanVest Financial sold 303 Apple shares in Q3 2026, an estimated $97.3K.
Apple made up 1.8% of PlanVest Financial's portfolio in Q3 2026, its #17 holding.
PlanVest Financial first reported a position in Apple in Q1 2026 and has held it in 3 quarters since.
5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.