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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCS Financial Planning's AAPL Position: Q1 2026 in Review

RCS Financial Planning reduced its Apple (AAPL) stake by 12% in Q1 2026, selling an estimated $445K and leaving 13,129 shares worth $3.33M. The position accounts for 1.73% of the portfolio, ranked #12.

RCS Financial Planning first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.03M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • RCS Financial Planning held 13,129 shares of Apple worth $3.33M as of Q1 2026.
  • RCS Financial Planning sold 1,708 Apple shares in Q1 2026, an estimated $445K.
  • Apple made up 1.73% of RCS Financial Planning's portfolio in Q1 2026, its #12 holding.
  • RCS Financial Planning first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's Apple position peaked at $4.03M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.