Sterling Financial Planning
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Sterling Financial Planning’s Apple AAPL Stock Holding History

Sterling Financial 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
Q3 		$5.94M Buy
17,846
+1,722
+11% +$553K 1.63% 18
2026
Q2 		$4.67M Buy
16,124
+449
+3% +$128K 1.27% 24
2026
Q1 		$3.98M Sell
15,675
-173
-1% -$45K 1.18% 27
2025
Q4 		$4.31M Buy
15,848
+270
+2% +$72.5K 1.3% 24
2025
Q3 		$3.97M Sell
15,578
-33
-0.2% -$7.46K 1.25% 25
2025
Q2 		$3.2M Sell
15,611
-1
-0% -$202 1.07% 26
2025
Q1 		$3.47M Sell
15,612
-338
-2% -$78.3K 1.26% 24
2024
Q4 		$3.99M Buy
15,950
+883
+6% +$208K 1.47% 22
2024
Q3 		$3.51M Sell
15,067
-237
-2% -$52.9K 1.29% 23
2024
Q2 		$3.22M Buy
15,304
+94
+0.6% +$17.5K 1.31% 24
2024
Q1 		$2.61M Sell
15,210
-280
-2% -$50.9K 1.06% 29
2023
Q4 		$2.98M Sell
15,490
-254
-2% -$46.9K 1.29% 26
2023
Q3 		$2.7M Sell
15,744
-1,041
-6% -$191K 1.38% 22
2023
Q2 		$3.26M Sell
16,785
-370
-2% -$64.5K 1.61% 18
2023
Q1 		$2.83M Buy
17,155
+2,218
+15% +$327K 1.54% 19
2022
Q4 		$1.94M Buy
14,937
+14
+0.1% +$2K 1.16% 26
2022
Q3 		$2.06M Sell
14,923
-68
-0.5% -$10.7K 1.45% 20
2022
Q2 		$2.05M Sell
14,991
-90
-0.6% -$13.6K 1.44% 22
2022
Q1 		$2.63M Sell
15,081
-2,032
-12% -$342K 1.66% 17
2021
Q4 		$3.04M Sell
17,113
-409
-2% -$64.6K 1.9% 17
2021
Q3 		$2.48M Buy
17,522
+916
+6% +$135K 1.58% 17
2021
Q2 		$2.27M Buy
16,606
+612
+4% +$79.3K 1.48% 19
2021
Q1 		$1.95M Sell
15,994
-534
-3% -$68.5K 1.39% 19
2020
Q4 		$2.19M Buy
+16,528
New +$1.99M 1.77% 15

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sterling Financial Planning's AAPL Position: Q3 2026 in Review

Sterling Financial Planning increased its Apple (AAPL) stake by 11% in Q3 2026, buying an estimated $553K and bringing the position to 17,846 shares worth $5.94M. The position accounts for 1.63% of the portfolio, ranked #18.

Sterling Financial Planning first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Sterling Financial Planning held 17,846 shares of Apple worth $5.94M as of Q3 2026.
  • Sterling Financial Planning bought 1,722 Apple shares in Q3 2026, an estimated $553K.
  • Apple made up 1.63% of Sterling Financial Planning's portfolio in Q3 2026, its #18 holding.
  • Sterling Financial Planning first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.