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S.E.E.D. Planning Group’s Apple AAPL Stock Holding History

S.E.E.D. Planning Group’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 		$16.2M Sell
63,667
-4,073
-6% -$1.06M 4.69% 2
2025
Q4 		$18.4M Sell
67,740
-963
-1% -$259K 5.25% 2
2025
Q3 		$17.5M Sell
68,703
-2,085
-3% -$471K 5.1% 1
2025
Q2 		$14.5M Buy
70,788
+6,696
+10% +$1.35M 4.55% 2
2025
Q1 		$14.2M Buy
64,092
+607
+1% +$141K 4.8% 1
2024
Q4 		$15.9M Sell
63,485
-2,276
-3% -$536K 5.31% 1
2024
Q3 		$15.3M Sell
65,761
-2,631
-4% -$588K 5.08% 1
2024
Q2 		$14.4M Sell
68,392
-1,217
-2% -$227K 5.24% 2
2024
Q1 		$11.9M Sell
69,609
-21,284
-23% -$3.87M 4.36% 2
2023
Q4 		$17.5M Sell
90,893
-1,356
-1% -$250K 7.05% 1
2023
Q3 		$15.8M Sell
92,249
-12,925
-12% -$2.37M 6.09% 1
2023
Q2 		$20.4M Buy
105,174
+1,530
+1% +$267K 7.16% 1
2023
Q1 		$17.1M Buy
103,644
+9,765
+10% +$1.44M 6.6% 1
2022
Q4 		$12.2M Buy
93,879
+4,013
+4% +$574K 5.29% 1
2022
Q3 		$12.4M Sell
89,866
-2,129
-2% -$334K 5.81% 1
2022
Q2 		$12.6M Buy
91,995
+25,198
+38% +$3.82M 5.7% 1
2022
Q1 		$11.7M Sell
66,797
-604
-0.9% -$102K 4.97% 2
2021
Q4 		$12M Buy
67,401
+708
+1% +$112K 5.19% 5
2021
Q3 		$9.44M Sell
66,693
-2,827
-4% -$416K 4.45% 5
2021
Q2 		$9.52M Buy
69,520
+1,121
+2% +$145K 4.69% 5
2021
Q1 		$8.36M Sell
68,399
-17,214
-20% -$2.21M 4.58% 5
2020
Q4 		$11.4M Buy
85,613
+11,662
+16% +$1.4M 6.82% 1
2020
Q3 		$8.56M Sell
73,951
-9,273
-11% -$1.01M 6.28% 1
2020
Q2 		$7.59M Sell
83,224
-4,464
-5% -$346K 5.93% 1
2020
Q1 		$5.58M Sell
87,688
-5,460
-6% -$402K 5.41% 2
2019
Q4 		$6.84M Buy
+93,148
New +$5.99M 5.94% 2

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

S.E.E.D. Planning Group's AAPL Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its Apple (AAPL) stake by 6% in Q1 2026, selling an estimated $1.06M and leaving 63,667 shares worth $16.2M. The position accounts for 4.69% of the portfolio, ranked #2.

S.E.E.D. Planning Group first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.4M in Q2 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • S.E.E.D. Planning Group held 63,667 shares of Apple worth $16.2M as of Q1 2026.
  • S.E.E.D. Planning Group sold 4,073 Apple shares in Q1 2026, an estimated $1.06M.
  • Apple made up 4.69% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #2 holding.
  • S.E.E.D. Planning Group first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • S.E.E.D. Planning Group's Apple position peaked at $20.4M in Q2 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.