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Strategic Planning Inc’s Apple AAPL Stock Holding History

Strategic Planning Inc’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 		$20.3M Sell
79,986
-572
-0.7% -$149K 10.19% 3
2025
Q4 		$21.9M Sell
80,558
-1,329
-2% -$357K 11.8% 2
2025
Q3 		$20.9M Buy
81,887
+184
+0.2% +$41.6K 12.07% 1
2025
Q2 		$16.8M Sell
81,703
-844
-1% -$170K 10.04% 1
2025
Q1 		$18.3M Buy
+82,547
New +$19.1M 10.34% 1

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

Strategic Planning Inc's AAPL Position: Q1 2026 in Review

Strategic Planning Inc reduced its Apple (AAPL) stake by 0.71% in Q1 2026, selling an estimated $149K and leaving 79,986 shares worth $20.3M. The position accounts for 10.19% of the portfolio, ranked #3.

Strategic Planning Inc first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.9M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Strategic Planning Inc held 79,986 shares of Apple worth $20.3M as of Q1 2026.
  • Strategic Planning Inc sold 572 Apple shares in Q1 2026, an estimated $149K.
  • Apple made up 10.19% of Strategic Planning Inc's portfolio in Q1 2026, its #3 holding.
  • Strategic Planning Inc first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Apple position peaked at $21.9M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.