Vertex Planning Partners’s Apple AAPL Stock Holding History

Vertex Planning Partners’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	$27.2M	Buy	93,981 +6,306	+7%	+$1.8M	4.04%	7
2026 Q1	$22.3M	Sell	87,675 -55	-0.1%	-$14.3K	4.32%	5
2025 Q4	$23.9M	Sell	87,730 -2,662	-3%	-$715K	5.54%	4
2025 Q3	$23M	Sell	90,392 -65	-0.1%	-$14.7K	4.41%	4
2025 Q2	$18.6M	Buy	90,457 +795	+0.9%	+$161K	3.87%	4
2025 Q1	$19.9M	Sell	89,662 -116	-0.1%	-$26.9K	4.35%	4
2024 Q4	$22.5M	Sell	89,778 -587	-0.6%	-$138K	4.96%	4
2024 Q3	$21.1M	Buy	90,365 +5,421	+6%	+$1.21M	5.03%	6
2024 Q2	$17.9M	Buy	84,944 +281	+0.3%	+$52.4K	4.64%	7
2024 Q1	$14.5M	Sell	84,663 -4,416	-5%	-$803K	4.02%	7
2023 Q4	$17.2M	Buy	89,079 +50,574	+131%	+$9.34M	5.08%	6
2023 Q3	$6.59M	Buy	38,505 +293	+0.8%	+$53.7K	2.27%	12
2023 Q2	$7.41M	Buy	38,212 +7,059	+23%	+$1.23M	2.52%	9
2023 Q1	$5.14M	Sell	31,153 -5,699	-15%	-$841K	1.93%	9
2022 Q4	$4.79M	Buy	+36,852	New	+$5.27M	1.87%	10

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vertex Planning Partners's AAPL Position: Q2 2026 in Review

Vertex Planning Partners increased its Apple (AAPL) stake by 7.2% in Q2 2026, buying an estimated $1.8M and bringing the position to 93,981 shares worth $27.2M. The position accounts for 4.04% of the portfolio, ranked #7.

Vertex Planning Partners first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Vertex Planning Partners held 93,981 shares of Apple worth $27.2M as of Q2 2026.
Vertex Planning Partners bought 6,306 Apple shares in Q2 2026, an estimated $1.8M.
Apple made up 4.04% of Vertex Planning Partners's portfolio in Q2 2026, its #7 holding.
Vertex Planning Partners first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.