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Waller Financial Planning Group’s Apple AAPL Stock Holding History

Waller Financial Planning Group’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 		$5.55M Buy
19,186
+254
+1% +$72.7K 1.14% 19
2026
Q1 		$4.8M Buy
18,932
+88
+0.5% +$22.9K 1.06% 19
2025
Q4 		$5.12M Sell
18,844
-93
-0.5% -$25K 1.14% 20
2025
Q3 		$4.82M Sell
18,937
-5,119
-21% -$1.16M 1.11% 21
2025
Q2 		$4.94M Sell
24,056
-93
-0.4% -$18.8K 1.19% 20
2025
Q1 		$5.36M Buy
24,149
+6,602
+38% +$1.53M 1.51% 18
2024
Q4 		$4.39M Buy
17,547
+13
+0.1% +$3.06K 1.11% 23
2024
Q3 		$4.09M Buy
17,534
+2,356
+16% +$526K 1.01% 26
2024
Q2 		$3.2M Sell
15,178
-20
-0.1% -$3.73K 0.86% 26
2024
Q1 		$2.61M Sell
15,198
-767
-5% -$139K 0.69% 29
2023
Q4 		$3.07M Buy
15,965
+2,691
+20% +$497K 0.81% 29
2023
Q3 		$2.27M Sell
13,274
-555
-4% -$102K 0.66% 30
2023
Q2 		$2.68M Sell
13,829
-876
-6% -$153K 0.74% 30
2023
Q1 		$2.42M Buy
14,705
+2
+0% +$295 0.69% 31
2022
Q4 		$1.91M Buy
14,703
+2
+0% +$286 0.55% 29
2022
Q3 		$2.03M Buy
14,701
+447
+3% +$70.2K 0.62% 29
2022
Q2 		$1.95M Buy
14,254
+230
+2% +$34.8K 0.57% 30
2022
Q1 		$2.45M Buy
14,024
+431
+3% +$72.5K 0.65% 24
2021
Q4 		$2.41M Sell
13,593
-299
-2% -$47.3K 0.6% 25
2021
Q3 		$1.97M Buy
13,892
+243
+2% +$35.8K 0.52% 26
2021
Q2 		$1.87M Buy
13,649
+231
+2% +$29.9K 0.5% 27
2021
Q1 		$1.64M Buy
13,418
+1,405
+12% +$180K 0.47% 28
2020
Q4 		$1.59M Buy
12,013
+814
+7% +$97.9K 0.5% 28
2020
Q3 		$1.3M Buy
11,199
+839
+8% +$91.5K 0.48% 29
2020
Q2 		$945K Sell
10,360
-336
-3% -$26K 0.37% 29
2020
Q1 		$680K Buy
10,696
+4
+0% +$294 0.35% 30
2019
Q4 		$785K Buy
+10,692
New +$688K 0.39% 31
2019
Q3 		– Sell
-10,284
Closed -$519K – 43
2019
Q2 		$519K Buy
10,284
+28
+0.3% +$1.36K 0.29% 35
2019
Q1 		$511K Buy
10,256
+772
+8% +$32.7K 0.3% 36
2018
Q4 		$374K Buy
+9,484
New +$460K 0.26% 37

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Waller Financial Planning Group's AAPL Position: Q2 2026 in Review

Waller Financial Planning Group increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $72.7K and bringing the position to 19,186 shares worth $5.55M. The position accounts for 1.14% of the portfolio, ranked #19.

Waller Financial Planning Group first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Waller Financial Planning Group held 19,186 shares of Apple worth $5.55M as of Q2 2026.
  • Waller Financial Planning Group bought 254 Apple shares in Q2 2026, an estimated $72.7K.
  • Apple made up 1.14% of Waller Financial Planning Group's portfolio in Q2 2026, its #19 holding.
  • Waller Financial Planning Group first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.