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Vested Financial Planning’s Apple AAPL Stock Holding History

Vested 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
Q2 		$2.73M Sell
9,427
-225
-2% -$64.4K 1.83% 10
2026
Q1 		$2.45M Hold
9,652
– – 1.87% 10
2025
Q4 		$2.62M Sell
9,652
-44
-0.5% -$11.8K 2.02% 10
2025
Q3 		$2.47M Sell
9,696
-1,000
-9% -$226K 2% 10
2025
Q2 		$2.19M Hold
10,696
– – 1.95% 10
2025
Q1 		$2.38M Sell
10,696
-350
-3% -$81.1K 2.37% 9
2024
Q4 		$2.77M Buy
+11,046
New +$2.6M 2.62% 8

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vested Financial Planning's AAPL Position: Q2 2026 in Review

Vested Financial Planning reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $64.4K and leaving 9,427 shares worth $2.73M. The position accounts for 1.83% of the portfolio, ranked #10.

Vested Financial Planning first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.77M in Q4 2024. 6,132 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Vested Financial Planning held 9,427 shares of Apple worth $2.73M as of Q2 2026.
  • Vested Financial Planning sold 225 Apple shares in Q2 2026, an estimated $64.4K.
  • Apple made up 1.83% of Vested Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Vested Financial Planning first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Vested Financial Planning's Apple position peaked at $2.77M in Q4 2024.
  • 6,132 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.