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RCS Financial Planning’s Apple AAPL Stock Holding History

RCS Financial Planning’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 		$3.87M Buy
13,374
+245
+2% +$70.1K 1.83% 14
2026
Q1 		$3.33M Sell
13,129
-1,708
-12% -$445K 1.73% 12
2025
Q4 		$4.03M Sell
14,837
-30
-0.2% -$8.05K 1.74% 18
2025
Q3 		$3.79M Sell
14,867
-80
-0.5% -$18.1K 1.68% 19
2025
Q2 		$3.07M Sell
14,947
-33
-0.2% -$6.66K 1.53% 17
2025
Q1 		$3.33M Sell
14,980
-163
-1% -$37.8K 1.76% 13
2024
Q4 		$3.79M Buy
15,143
+35
+0.2% +$8.25K 2.02% 11
2024
Q3 		$3.52M Sell
15,108
-162
-1% -$36.2K 1.95% 9
2024
Q2 		$3.22M Hold
15,270
– – 1.9% 10
2024
Q1 		$2.62M Buy
15,270
+503
+3% +$91.5K 1.61% 13
2023
Q4 		$2.84M Buy
14,767
+987
+7% +$182K 1.86% 12
2023
Q3 		$2.36M Buy
13,780
+171
+1% +$31.4K 1.8% 11
2023
Q2 		$2.64M Sell
13,609
-6
-0% -$1.05K 2.18% 10
2023
Q1 		$2.25M Buy
13,615
+75
+0.6% +$11.1K 1.99% 11
2022
Q4 		$1.76M Buy
+13,540
New +$1.94M 1.71% 12

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

RCS Financial Planning's AAPL Position: Q2 2026 in Review

RCS Financial Planning increased its Apple (AAPL) stake by 1.9% in Q2 2026, buying an estimated $70.1K and bringing the position to 13,374 shares worth $3.87M. The position accounts for 1.83% of the portfolio, ranked #14.

RCS Financial Planning first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.03M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • RCS Financial Planning held 13,374 shares of Apple worth $3.87M as of Q2 2026.
  • RCS Financial Planning bought 245 Apple shares in Q2 2026, an estimated $70.1K.
  • Apple made up 1.83% of RCS Financial Planning's portfolio in Q2 2026, its #14 holding.
  • RCS Financial Planning first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's Apple position peaked at $4.03M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.