Strategic Planning Group’s Apple AAPL Stock Holding History

Strategic Planning Group’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	$43.5M	Sell	130,525 -10,171	-7%	-$3.27M	4.51%	4
2026 Q2	$40.7M	Sell	140,696 -3,110	-2%	-$890K	4.44%	3
2026 Q1	$36.5M	Sell	143,806 -29,915	-17%	-$7.79M	5.1%	3
2025 Q4	$47.2M	Buy	173,721 +3,909	+2%	+$1.05M	6.08%	1
2025 Q3	$43.2M	Buy	169,812 +32,959	+24%	+$7.45M	5.84%	1
2025 Q2	$28.1M	Buy	136,853 +17,238	+14%	+$3.48M	4.56%	3
2025 Q1	$26.6M	Buy	119,615 +645	+0.5%	+$149K	5.2%	1
2024 Q4	$29.8M	Sell	118,970 -10,342	-8%	-$2.44M	5.47%	1
2024 Q3	$30.1M	Buy	129,312 +2,767	+2%	+$618K	5.94%	1
2024 Q2	$26.7M	Sell	126,545 -82,278	-39%	-$15.3M	5.83%	1
2024 Q1	$18.8M	Buy	208,823 +17,859	+9%	+$3.25M	4.69%	1
2023 Q4	$17.6M	Buy	+190,964	New	+$35.3M	5.84%	1

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Strategic Planning Group's AAPL Position: Q3 2026 in Review

Strategic Planning Group reduced its Apple (AAPL) stake by 7.2% in Q3 2026, selling an estimated $3.27M and leaving 130,525 shares worth $43.5M. The position accounts for 4.51% of the portfolio, ranked #4.

Strategic Planning Group first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $47.2M in Q4 2025. 2,819 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

Strategic Planning Group held 130,525 shares of Apple worth $43.5M as of Q3 2026.
Strategic Planning Group sold 10,171 Apple shares in Q3 2026, an estimated $3.27M.
Apple made up 4.51% of Strategic Planning Group's portfolio in Q3 2026, its #4 holding.
Strategic Planning Group first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
Strategic Planning Group's Apple position peaked at $47.2M in Q4 2025.
2,819 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.