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Ridgeline Wealth Planning’s Apple AAPL Stock Holding History

Ridgeline 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
Q2 		$1.08M Sell
3,736
-120
-3% -$34.3K 0.69% 17
2026
Q1 		$979K Buy
3,856
+963
+33% +$251K 0.71% 18
2025
Q4 		$787K Buy
2,893
+420
+17% +$113K 0.56% 22
2025
Q3 		$630K Buy
2,473
+313
+14% +$70.7K 0.47% 23
2025
Q2 		$443K Buy
2,160
+331
+18% +$66.8K 0.36% 26
2025
Q1 		$406K Buy
1,829
+822
+82% +$190K 0.4% 24
2024
Q4 		$252K Buy
+1,007
New +$237K 0.24% 33

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ridgeline Wealth Planning's AAPL Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Apple (AAPL) stake by 3.1% in Q2 2026, selling an estimated $34.3K and leaving 3,736 shares worth $1.08M. The position accounts for 0.69% of the portfolio, ranked #17.

Ridgeline Wealth Planning first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,277 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ridgeline Wealth Planning held 3,736 shares of Apple worth $1.08M as of Q2 2026.
  • Ridgeline Wealth Planning sold 120 Apple shares in Q2 2026, an estimated $34.3K.
  • Apple made up 0.69% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #17 holding.
  • Ridgeline Wealth Planning first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,277 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.