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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
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

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

Sterling Financial Planning's AAPL Position: Q1 2026 in Review

Sterling Financial Planning reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $45K and leaving 15,675 shares worth $3.98M. The position accounts for 1.18% of the portfolio, ranked #27.

Sterling Financial Planning first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.31M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sterling Financial Planning held 15,675 shares of Apple worth $3.98M as of Q1 2026.
  • Sterling Financial Planning sold 173 Apple shares in Q1 2026, an estimated $45K.
  • Apple made up 1.18% of Sterling Financial Planning's portfolio in Q1 2026, its #27 holding.
  • Sterling Financial Planning first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's Apple position peaked at $4.31M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.