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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
2020
Q3 		– Sell
-2,000
Closed -$2K – 78
2020
Q2 		$2K Buy
+2,000
New +$155K ﹤0.01% 68

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

Tempus Wealth Planning's AAPL Position: Q1 2026 in Review

Tempus Wealth Planning increased its Apple (AAPL) stake by 0.12% in Q1 2026, buying an estimated $11.5K and bringing the position to 35,558 shares worth $9.02M. The position accounts for 2.07% of the portfolio, ranked #6.

Tempus Wealth Planning first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.65M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Tempus Wealth Planning held 35,558 shares of Apple worth $9.02M as of Q1 2026.
  • Tempus Wealth Planning bought 44 Apple shares in Q1 2026, an estimated $11.5K.
  • Apple made up 2.07% of Tempus Wealth Planning's portfolio in Q1 2026, its #6 holding.
  • Tempus Wealth Planning first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Tempus Wealth Planning's Apple position peaked at $9.65M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.