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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
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

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

Strategic Planning Group's AAPL Position: Q2 2026 in Review

Strategic Planning Group reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $890K and leaving 140,696 shares worth $40.7M. The position accounts for 4.44% of the portfolio, ranked #3.

Strategic Planning Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.2M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Planning Group held 140,696 shares of Apple worth $40.7M as of Q2 2026.
  • Strategic Planning Group sold 3,110 Apple shares in Q2 2026, an estimated $890K.
  • Apple made up 4.44% of Strategic Planning Group's portfolio in Q2 2026, its #3 holding.
  • Strategic Planning Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Strategic Planning Group's Apple position peaked at $47.2M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.