VPP
AAPL icon

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
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
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

Vertex Planning Partners's AAPL Position: Q1 2026 in Review

Vertex Planning Partners reduced its Apple (AAPL) stake by 0.06% in Q1 2026, selling an estimated $14.3K and leaving 87,675 shares worth $22.3M. The position accounts for 4.32% of the portfolio, ranked #5.

Vertex Planning Partners first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vertex Planning Partners held 87,675 shares of Apple worth $22.3M as of Q1 2026.
  • Vertex Planning Partners sold 55 Apple shares in Q1 2026, an estimated $14.3K.
  • Apple made up 4.32% of Vertex Planning Partners's portfolio in Q1 2026, its #5 holding.
  • Vertex Planning Partners first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Vertex Planning Partners's Apple position peaked at $23.9M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.