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Sequent Planning’s Apple AAPL Stock Holding History

Sequent 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 		$3.08M Buy
10,634
+318
+3% +$91K 0.66% 37
2026
Q1 		$2.62M Sell
10,316
-257
-2% -$66.9K 0.63% 35
2025
Q4 		$2.87M Sell
10,573
-278
-3% -$74.6K 0.73% 31
2025
Q3 		$2.76M Buy
10,851
+754
+7% +$170K 0.78% 34
2025
Q2 		$2.07M Buy
10,097
+3,258
+48% +$658K 0.66% 31
2025
Q1 		$1.52M Sell
6,839
-241
-3% -$55.8K 0.55% 31
2024
Q4 		$1.77M Buy
7,080
+659
+10% +$155K 0.65% 30
2024
Q3 		$1.5M Sell
6,421
-24
-0.4% -$5.36K 0.52% 31
2024
Q2 		$1.4M Sell
6,445
-427
-6% -$79.6K 0.48% 34
2024
Q1 		$1.18M Buy
+6,872
New +$1.25M 0.43% 41

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

Sequent Planning's AAPL Position: Q2 2026 in Review

Sequent Planning increased its Apple (AAPL) stake by 3.1% in Q2 2026, buying an estimated $91K and bringing the position to 10,634 shares worth $3.08M. The position accounts for 0.66% of the portfolio, ranked #37.

Sequent Planning first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sequent Planning held 10,634 shares of Apple worth $3.08M as of Q2 2026.
  • Sequent Planning bought 318 Apple shares in Q2 2026, an estimated $91K.
  • Apple made up 0.66% of Sequent Planning's portfolio in Q2 2026, its #37 holding.
  • Sequent Planning first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.