TWPM
AAPL icon

Total Wealth Planning & Management’s Apple AAPL Stock Holding History

Total Wealth Planning & Management’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 		$4.39M Buy
15,186
+145
+1% +$41.5K 2.97% 2
2026
Q1 		$3.82M Sell
15,041
-788
-5% -$205K 2.82% 2
2025
Q4 		$4.3M Buy
+15,829
New +$4.25M 3.19% 1
2025
Q2 		$3.02M Buy
14,718
+1,014
+7% +$205K 2.45% 2
2025
Q1 		$3.04M Sell
13,704
-428
-3% -$99.2K 2.89% 2
2024
Q4 		$3.54M Buy
+14,132
New +$3.33M 3.21% 2

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

Total Wealth Planning & Management's AAPL Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Apple (AAPL) stake by 0.96% in Q2 2026, buying an estimated $41.5K and bringing the position to 15,186 shares worth $4.39M. The position accounts for 2.97% of the portfolio, ranked #2.

Total Wealth Planning & Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Total Wealth Planning & Management held 15,186 shares of Apple worth $4.39M as of Q2 2026.
  • Total Wealth Planning & Management bought 145 Apple shares in Q2 2026, an estimated $41.5K.
  • Apple made up 2.97% of Total Wealth Planning & Management's portfolio in Q2 2026, its #2 holding.
  • Total Wealth Planning & Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.