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Tempus Wealth Planning’s Apple AAPL Stock Holding History

Tempus Wealth 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
Q2 		$10.3M Buy
35,679
+121
+0.3% +$34.6K 2.02% 7
2026
Q1 		$9.02M Buy
35,558
+44
+0.1% +$11.5K 2.07% 6
2025
Q4 		$9.65M Sell
35,514
-147
-0.4% -$39.5K 2.21% 6
2025
Q3 		$9.08M Sell
35,661
-368
-1% -$83.1K 2.08% 7
2025
Q2 		$7.39M Sell
36,029
-270
-0.7% -$54.5K 1.84% 9
2025
Q1 		$8.06M Buy
36,299
+362
+1% +$83.9K 2.41% 5
2024
Q4 		$9M Buy
35,937
+1,986
+6% +$468K 2.75% 4
2024
Q3 		$7.91M Buy
33,951
+21
+0.1% +$4.69K 2.9% 4
2024
Q2 		$7.15M Buy
33,930
+2,487
+8% +$464K 2.99% 5
2024
Q1 		$5.39M Sell
31,443
-9,135
-23% -$1.66M 2.37% 8
2023
Q4 		$7.81M Buy
40,578
+585
+1% +$108K 3.43% 3
2023
Q3 		$6.85M Sell
39,993
-1,336
-3% -$245K 3.43% 3
2023
Q2 		$8.02M Buy
41,329
+300
+0.7% +$52.3K 3.62% 4
2023
Q1 		$6.77M Sell
41,029
-795
-2% -$117K 3.31% 4
2022
Q4 		$5.43M Sell
41,824
-2,202
-5% -$315K 3.3% 3
2022
Q3 		$6.08M Buy
44,026
+5,034
+13% +$790K 4.06% 3
2022
Q2 		$5.33M Buy
38,992
+885
+2% +$134K 4.38% 5
2022
Q1 		$6.65M Sell
38,107
-3,739
-9% -$629K 4.73% 3
2021
Q4 		$7.43M Buy
41,846
+33
+0.1% +$5.21K 4.01% 4
2021
Q3 		$5.92M Buy
41,813
+2,271
+6% +$334K 3.35% 5
2021
Q2 		$5.42M Buy
39,542
+25,279
+177% +$3.28M 3.59% 4
2021
Q1 		$1.74M Buy
14,263
+252
+2% +$32.3K 1.84% 16
2020
Q4 		$1.86M Buy
14,011
+40
+0.3% +$4.81K 2.4% 9
2020
Q3 		$1.62M Sell
13,971
-1,141
-8% -$125K 2.34% 10
2020
Q2 		$1.38M Buy
15,112
+676
+5% +$52.4K 2.06% 10
2020
Q1 		$918K Buy
14,436
+100
+0.7% +$7.35K 1.5% 10
2019
Q4 		$1.05M Buy
+14,336
New +$922K 0.93% 17

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

Tempus Wealth Planning's AAPL Position: Q2 2026 in Review

Tempus Wealth Planning increased its Apple (AAPL) stake by 0.34% in Q2 2026, buying an estimated $34.6K and bringing the position to 35,679 shares worth $10.3M. The position accounts for 2.02% of the portfolio, ranked #7.

Tempus Wealth Planning first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tempus Wealth Planning held 35,679 shares of Apple worth $10.3M as of Q2 2026.
  • Tempus Wealth Planning bought 121 Apple shares in Q2 2026, an estimated $34.6K.
  • Apple made up 2.02% of Tempus Wealth Planning's portfolio in Q2 2026, its #7 holding.
  • Tempus Wealth Planning first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.