Valtinson Bruner Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.46M | Sell |
18,883
-25
| -0.1% | -$7.15K | 1.37% | 15 |
|
|
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
Valtinson Bruner Financial Planning's AAPL Position: Q2 2026 in Review
Valtinson Bruner Financial Planning reduced its Apple (AAPL) stake by 0.13% in Q2 2026, selling an estimated $7.15K and leaving 18,883 shares worth $5.46M. The position accounts for 1.37% of the portfolio, ranked #15.
Valtinson Bruner Financial Planning first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.07M in Q2 2024. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Valtinson Bruner Financial Planning held 18,883 shares of Apple worth $5.46M as of Q2 2026.
- Valtinson Bruner Financial Planning sold 25 Apple shares in Q2 2026, an estimated $7.15K.
- Apple made up 1.37% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #15 holding.
- Valtinson Bruner Financial Planning first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Valtinson Bruner Financial Planning's Apple position peaked at $6.07M in Q2 2024.
- 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.