Reliant Wealth Planning
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Reliant Wealth Planning’s Apple AAPL Stock Holding History

Reliant Wealth 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
Q3 		$2.31M Buy
+6,945
New +$2.23M 0.6% 15
2025
Q4 		– Sell
-5,393
Closed -$1.37M – 53
2025
Q3 		$1.37M Buy
+5,393
New +$1.22M 0.45% 20

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Reliant Wealth Planning's AAPL Position: Q3 2026 in Review

Reliant Wealth Planning opened a new position in Apple (AAPL) in Q3 2026: 6,945 shares worth $2.31M. The stake represents 0.6% of the portfolio and ranks #15 among its holdings. This is a return to the name: Reliant Wealth Planning previously reported a position in AAPL as recently as Q3 2025.

Reliant Wealth Planning first reported a position in AAPL in Q3 2025 and has held it in 2 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Reliant Wealth Planning held 6,945 shares of Apple worth $2.31M as of Q3 2026.
  • Apple was a new Reliant Wealth Planning position in Q3 2026.
  • Apple made up 0.6% of Reliant Wealth Planning's portfolio in Q3 2026, its #15 holding.
  • Reliant Wealth Planning first reported a position in Apple in Q3 2025 and has held it in 2 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Reliant Wealth Planning's 13F filing for Q3 2026, filed 13 Nov 2026.