SFP
AAPL icon

SwitchPoint Financial Planning’s Apple AAPL Stock Holding History

SwitchPoint 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 		$1.36M Buy
5,360
+111
+2% +$28.9K 0.92% 25
2025
Q4 		$1.43M Sell
5,249
-338
-6% -$90.7K 1% 26
2025
Q3 		$1.42M Buy
5,587
+208
+4% +$47K 1.03% 26
2025
Q2 		$1.1M Buy
5,379
+131
+2% +$26.5K 0.9% 28
2025
Q1 		$1.17M Buy
5,248
+641
+14% +$149K 1.11% 24
2024
Q4 		$1.15M Buy
+4,607
New +$1.09M 1.1% 23

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

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

SwitchPoint Financial Planning increased its Apple (AAPL) stake by 2.1% in Q1 2026, buying an estimated $28.9K and bringing the position to 5,360 shares worth $1.36M. The position accounts for 0.92% of the portfolio, ranked #25.

SwitchPoint Financial Planning first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • SwitchPoint Financial Planning held 5,360 shares of Apple worth $1.36M as of Q1 2026.
  • SwitchPoint Financial Planning bought 111 Apple shares in Q1 2026, an estimated $28.9K.
  • Apple made up 0.92% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #25 holding.
  • SwitchPoint Financial Planning first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • SwitchPoint Financial Planning's Apple position peaked at $1.43M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.