St. Louis Financial Planners Asset Management’s Apple AAPL Stock Holding History

St. Louis Financial Planners Asset 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	$3.65M	Sell	11,831 -109	-0.9%	-$31.2K	1.95%	18
2026 Q1	$3.03M	Sell	11,940 -640	-5%	-$167K	1.72%	17
2025 Q4	$3.42M	Sell	12,580 -149	-1%	-$40K	2.1%	16
2025 Q3	$3.24M	Sell	12,729 -451	-3%	-$102K	2.09%	11
2025 Q2	$2.7M	Sell	13,180 -1,729	-12%	-$349K	2.06%	18
2025 Q1	$3.31M	Buy	14,909 +2,171	+17%	+$503K	2.48%	7
2024 Q4	$3.19M	Buy	12,738 +1,084	+9%	+$255K	2.3%	9
2024 Q3	$2.64M	Sell	11,654 -2,003	-15%	-$447K	2.1%	8
2024 Q2	$2.96M	Buy	13,657 +1,800	+15%	+$336K	2.55%	10
2024 Q1	$2.01M	Buy	11,857 +1,089	+10%	+$198K	1.81%	16
2023 Q4	$2.07M	Buy	10,768 +517	+5%	+$95.5K	1.93%	12
2023 Q3	$1.78M	Sell	10,251 -1,016	-9%	-$186K	1.43%	11
2023 Q2	$2.19M	Buy	+11,267	New	+$1.96M	2.19%	10

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

St. Louis Financial Planners Asset Management's AAPL Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management reduced its Apple (AAPL) stake by 0.91% in Q2 2026, selling an estimated $31.2K and leaving 11,831 shares worth $3.65M. The position accounts for 1.95% of the portfolio, ranked #18.

St. Louis Financial Planners Asset Management first reported a position in AAPL in Q2 2023 and has held it in 13 quarters since. 2,578 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

St. Louis Financial Planners Asset Management held 11,831 shares of Apple worth $3.65M as of Q2 2026.
St. Louis Financial Planners Asset Management sold 109 Apple shares in Q2 2026, an estimated $31.2K.
Apple made up 1.95% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #18 holding.
St. Louis Financial Planners Asset Management first reported a position in Apple in Q2 2023 and has held it in 13 quarters since.
2,578 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.