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Valtinson Bruner Financial Planning’s Apple AAPL Stock Holding History

Valtinson Bruner Financial 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
Q1 		$4.8M Buy
18,908
+1,000
+6% +$260K 1.32% 15
2025
Q4 		$4.87M Buy
17,908
+199
+1% +$53.4K 1.4% 15
2025
Q3 		$4.51M Buy
17,709
+50
+0.3% +$11.3K 1.34% 15
2025
Q2 		$3.62M Buy
17,659
+2,410
+16% +$487K 1.14% 17
2025
Q1 		$3.39M Sell
15,249
-177
-1% -$41K 1.15% 18
2024
Q4 		$3.86M Buy
15,426
+94
+0.6% +$22.2K 1.35% 15
2024
Q3 		$3.57M Sell
15,332
-13,474
-47% -$3.01M 1.25% 16
2024
Q2 		$6.07M Buy
28,806
+16,295
+130% +$3.04M 2.41% 12
2024
Q1 		$2.15M Sell
12,511
-432
-3% -$78.6K 0.91% 33
2023
Q4 		$2.49M Buy
12,943
+117
+0.9% +$21.6K 1.28% 28
2023
Q3 		$2.2M Sell
12,826
-51
-0.4% -$9.35K 1.2% 30
2023
Q2 		$2.5M Buy
12,877
+405
+3% +$70.6K 1.35% 29
2023
Q1 		$2.06M Buy
12,472
+49
+0.4% +$7.23K 1.17% 28
2022
Q4 		$1.68M Sell
12,423
-4
-0% -$572 0.97% 36
2022
Q3 		$1.72M Buy
12,427
+1
+0% +$157 1.06% 37
2022
Q2 		$1.7M Buy
12,426
+36
+0.3% +$5.45K 1.04% 35
2022
Q1 		$2.05M Buy
12,390
+1
+0% +$168 1.17% 29
2021
Q4 		$2.2M Buy
12,389
+90
+0.7% +$14.2K 1.21% 28
2021
Q3 		$1.84M Sell
12,299
-14
-0.1% -$2.06K 1.01% 32
2021
Q2 		$1.81M Sell
12,313
-111
-0.9% -$14.4K 1.03% 31
2021
Q1 		$1.67M Sell
12,424
-78
-0.6% -$10K 0.98% 30
2020
Q4 		$1.64M Buy
12,502
+1,437
+13% +$173K 1.03% 28
2020
Q3 		$1.2M Sell
11,065
-2,095
-16% -$229K 0.84% 32
2020
Q2 		$1.46M Buy
13,160
+444
+3% +$34.4K 1.04% 26
2020
Q1 		$932K Sell
12,716
-2,604
-17% -$192K 0.75% 28
2019
Q4 		$1.15M Sell
15,320
-228
-1% -$14.7K 0.82% 25
2019
Q3 		$918K Sell
15,548
-200
-1% -$10.5K 0.75% 27
2019
Q2 		$779K Sell
15,748
-592
-4% -$28.8K 0.66% 19
2019
Q1 		$776K Buy
16,340
+492
+3% +$20.9K 0.68% 18
2018
Q4 		$625K Buy
+15,848
New +$768K 0.65% 14

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

Valtinson Bruner Financial Planning's AAPL Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Apple (AAPL) stake by 5.6% in Q1 2026, buying an estimated $260K and bringing the position to 18,908 shares worth $4.8M. The position accounts for 1.32% of the portfolio, ranked #15.

Valtinson Bruner Financial Planning first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.07M in Q2 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Valtinson Bruner Financial Planning held 18,908 shares of Apple worth $4.8M as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 1,000 Apple shares in Q1 2026, an estimated $260K.
  • Apple made up 1.32% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #15 holding.
  • Valtinson Bruner Financial Planning first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Valtinson Bruner Financial Planning's Apple position peaked at $6.07M in Q2 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.