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Spartan Planning & Wealth Management’s Apple AAPL Stock Holding History

Spartan Planning & Wealth Management’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 		$8.91M Buy
30,802
+13,332
+76% +$3.81M 5.93% 4
2026
Q1 		$4.43M Sell
17,470
-13,404
-43% -$3.49M 3.28% 14
2025
Q4 		$8.39M Buy
30,874
+2,024
+7% +$543K 6.19% 5
2025
Q3 		$7.35M Buy
+28,850
New +$6.52M 5.74% 6
2025
Q2 		– Sell
-15,226
Closed -$3.38M – 77
2025
Q1 		$3.38M Sell
15,226
-12,057
-44% -$2.79M 3.28% 11
2024
Q4 		$6.83M Buy
+27,283
New +$6.43M 6.24% 2
2023
Q4 		$4.58M Buy
23,808
+15,526
+187% +$2.87M 4.89% 6
2023
Q3 		$1.42M Buy
+8,282
New +$1.52M 1.66% 12
2022
Q4 		– Sell
-15,603
Closed -$2.16M – 165
2022
Q3 		$2.16M Buy
+15,603
New +$2.45M 2.82% 5
2022
Q2 		– Sell
-18,531
Closed -$3.24M – 87
2022
Q1 		$3.24M Buy
+18,531
New +$3.12M 4.05% 8

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

Spartan Planning & Wealth Management's AAPL Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Apple (AAPL) stake by 76% in Q2 2026, buying an estimated $3.81M and bringing the position to 30,802 shares worth $8.91M. The position accounts for 5.93% of the portfolio, ranked #4.

Spartan Planning & Wealth Management first reported a position in AAPL in Q1 2022 and has held it in 10 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Spartan Planning & Wealth Management held 30,802 shares of Apple worth $8.91M as of Q2 2026.
  • Spartan Planning & Wealth Management bought 13,332 Apple shares in Q2 2026, an estimated $3.81M.
  • Apple made up 5.93% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Spartan Planning & Wealth Management first reported a position in Apple in Q1 2022 and has held it in 10 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.