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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
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 $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

Total Wealth Planning & Management's AAPL Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Apple (AAPL) stake by 5% in Q1 2026, selling an estimated $205K and leaving 15,041 shares worth $3.82M. The position accounts for 2.82% of the portfolio, ranked #2.

Total Wealth Planning & Management first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.3M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Total Wealth Planning & Management held 15,041 shares of Apple worth $3.82M as of Q1 2026.
  • Total Wealth Planning & Management sold 788 Apple shares in Q1 2026, an estimated $205K.
  • Apple made up 2.82% of Total Wealth Planning & Management's portfolio in Q1 2026, its #2 holding.
  • Total Wealth Planning & Management first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Apple position peaked at $4.3M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.