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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
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 $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

Vested Financial Planning's AAPL Position: Q1 2026 in Review

Vested Financial Planning held its Apple (AAPL) position steady in Q1 2026 at 9,652 shares worth $2.45M. The position accounts for 1.87% of the portfolio, ranked #10.

Vested Financial Planning first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Vested Financial Planning held 9,652 shares of Apple worth $2.45M as of Q1 2026.
  • Vested Financial Planning left its Apple share count unchanged in Q1 2026.
  • Apple made up 1.87% of Vested Financial Planning's portfolio in Q1 2026, its #10 holding.
  • Vested Financial Planning first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Vested Financial Planning's Apple position peaked at $2.77M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.