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WealthPlan Investment Management’s Apple AAPL Stock Holding History

WealthPlan Investment Management’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 		$108M Sell
373,764
-48,542
-11% -$13.9M 5.37% 2
2026
Q1 		$107M Buy
422,306
+40,142
+11% +$10.4M 5.97% 1
2025
Q4 		$104M Sell
382,164
-4,207
-1% -$1.13M 6.62% 1
2025
Q3 		$98.4M Sell
386,371
-5,069
-1% -$1.15M 6.52% 1
2025
Q2 		$80.3M Buy
391,440
+32,320
+9% +$6.53M 5.85% 1
2025
Q1 		$79.8M Sell
359,120
-2,805
-0.8% -$650K 7.86% 1
2024
Q4 		$90.6M Buy
361,925
+5,039
+1% +$1.19M 8.95% 1
2024
Q3 		$83.2M Buy
356,886
+87,839
+33% +$19.6M 8.42% 1
2024
Q2 		$56.7M Sell
269,047
-4,376
-2% -$816K 8.57% 1
2024
Q1 		$46.9M Sell
273,423
-2,263
-0.8% -$411K 7.15% 1
2023
Q4 		$53.1M Sell
275,686
-58
-0% -$10.7K 8.5% 1
2023
Q3 		$47.2M Buy
275,744
+116,093
+73% +$21.3M 8.35% 1
2023
Q2 		$31M Sell
159,651
-125,421
-44% -$21.9M 9.23% 1
2023
Q1 		$47M Sell
285,072
-336,877
-54% -$49.7M 8.09% 1
2022
Q4 		$95.7M Buy
621,949
+291
+0% +$41.6K 6.69% 1
2022
Q3 		$87.6M Buy
+621,658
New +$97.6M 6.4% 1
2022
Q1 		$95.1M Buy
+603,321
New +$101M 6.6% 1

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

WealthPlan Investment Management's AAPL Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $13.9M and leaving 373,764 shares worth $108M. The position accounts for 5.37% of the portfolio, ranked #2.

WealthPlan Investment Management first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WealthPlan Investment Management held 373,764 shares of Apple worth $108M as of Q2 2026.
  • WealthPlan Investment Management sold 48,542 Apple shares in Q2 2026, an estimated $13.9M.
  • Apple made up 5.37% of WealthPlan Investment Management's portfolio in Q2 2026, its #2 holding.
  • WealthPlan Investment Management first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.