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Total Wealth Planning’s Apple AAPL Stock Holding History

Total 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
2025
Q4 		$280K Sell
1,029
-5,375
-84% -$1.44M 0.6% 33
2025
Q3 		$1.63M Buy
6,404
+1,171
+22% +$265K 0.19% 54
2025
Q2 		$1.07M Buy
5,233
+94
+2% +$19K 0.14% 58
2025
Q1 		$1.14M Sell
5,139
-688
-12% -$159K 0.17% 51
2024
Q4 		$1.46M Buy
5,827
+594
+11% +$140K 0.23% 45
2024
Q3 		$1.22M Sell
5,233
-13
-0.2% -$2.9K 0.19% 48
2024
Q2 		$1.23M Sell
5,246
-92
-2% -$17.2K 0.2% 48
2024
Q1 		$915K Buy
5,338
+121
+2% +$22K 0.16% 52
2023
Q4 		$1M Sell
5,217
-291
-5% -$53.7K 0.18% 51
2023
Q3 		$943K Buy
5,508
+360
+7% +$66K 0.19% 53
2023
Q2 		$999K Sell
5,148
-68
-1% -$11.8K 0.21% 51
2023
Q1 		$860K Sell
5,216
-1,109
-18% -$164K 0.19% 50
2022
Q4 		$822K Sell
6,325
-234
-4% -$33.4K 0.2% 52
2022
Q3 		$907K Sell
6,559
-181
-3% -$28.4K 0.26% 43
2022
Q2 		$921K Buy
6,740
+618
+10% +$93.6K 0.27% 44
2022
Q1 		$1.07M Buy
+6,122
New +$1.03M 0.29% 45
2021
Q4 		– Sell
-3,142
Closed -$445K – 35
2021
Q3 		$445K Sell
3,142
-983
-24% -$145K 0.16% 35
2021
Q2 		$565K Buy
4,125
+1,004
+32% +$130K 0.22% 31
2021
Q1 		$381K Sell
3,121
-466
-13% -$59.8K 0.16% 34
2020
Q4 		$476K Buy
3,587
+449
+14% +$54K 0.22% 33
2020
Q3 		$363K Buy
3,138
+446
+17% +$48.7K 0.19% 35
2020
Q2 		$246K Buy
+2,692
New +$209K 0.14% 34
2020
Q1 		– Sell
-2,768
Closed -$203K – 33
2019
Q4 		$203K Buy
+2,768
New +$178K 0.11% 34

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Total Wealth Planning's AAPL Position: Q4 2025 in Review

Total Wealth Planning reduced its Apple (AAPL) stake by 84% in Q4 2025, selling an estimated $1.44M and leaving 1,029 shares worth $280K. The position accounts for 0.6% of the portfolio, ranked #33.

Total Wealth Planning first reported a position in AAPL in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.63M in Q3 2025. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Total Wealth Planning held 1,029 shares of Apple worth $280K as of Q4 2025.
  • Total Wealth Planning sold 5,375 Apple shares in Q4 2025, an estimated $1.44M.
  • Apple made up 0.6% of Total Wealth Planning's portfolio in Q4 2025, its #33 holding.
  • Total Wealth Planning first reported a position in Apple in Q4 2019 and has held it in 23 quarters since.
  • Total Wealth Planning's Apple position peaked at $1.63M in Q3 2025.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.