WealthPLAN Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.7M | Sell |
137,249
-19,174
| -12% | -$5.48M | 7.59% | 1 |
|
|
2026
Q1 | $39.7M | Sell |
156,423
-37,278
| -19% | -$9.7M | 7.67% | 1 |
|
|
2025
Q4 | $52.7M | Sell |
193,701
-3,657
| -2% | -$982K | 7.87% | 1 |
|
|
2025
Q3 | $50.3M | Sell |
197,358
-1,176
| -0.6% | -$266K | 7.53% | 1 |
|
|
2025
Q2 | $40.7M | Sell |
198,534
-15,336
| -7% | -$3.1M | 6.56% | 1 |
|
|
2025
Q1 | $47.5M | Sell |
213,870
-825
| -0.4% | -$191K | 6.7% | 1 |
|
|
2024
Q4 | $53.8M | Sell |
214,695
-19,657
| -8% | -$4.63M | 7.63% | 1 |
|
|
2024
Q3 | $54.6M | Sell |
234,352
-82,210
| -26% | -$18.4M | 7.33% | 1 |
|
|
2024
Q2 | $66.7M | Sell |
316,562
-2,442
| -0.8% | -$455K | 7.16% | 1 |
|
|
2024
Q1 | $54.7M | Sell |
319,004
-17,693
| -5% | -$3.22M | 5.66% | 1 |
|
|
2023
Q4 | $64.8M | Buy |
336,697
+895
| +0.3% | +$165K | 6.66% | 1 |
|
|
2023
Q3 | $57.5M | Buy |
335,802
+63,659
| +23% | +$11.7M | 6.68% | 1 |
|
|
2023
Q2 | $52.8M | Sell |
272,143
-69,571
| -20% | -$12.1M | 7.47% | 1 |
|
|
2023
Q1 | $56.3M | Sell |
341,714
-280,841
| -45% | -$41.4M | 6.41% | 1 |
|
|
2022
Q4 | $95.4M | Buy |
+622,555
| New | +$89M | 6.66% | 1 |
|
|
2022
Q1 | $95.1M | Sell |
603,321
-6,319
| -1% | -$1.06M | 6.6% | 1 |
|
|
2021
Q4 | $107M | Buy |
609,640
+1,128
| +0.2% | +$178K | 7.02% | 1 |
|
|
2021
Q3 | $104M | Buy |
608,512
+4,747
| +0.8% | +$699K | 6.93% | 1 |
|
|
2021
Q2 | $88.1M | Buy |
603,765
+8,543
| +1% | +$1.11M | 6.2% | 1 |
|
|
2021
Q1 | $76.1M | Sell |
595,222
-4,520
| -0.8% | -$580K | 5.91% | 1 |
|
|
2020
Q4 | $82.4M | Buy |
599,742
+16,068
| +3% | +$1.93M | 7% | 1 |
|
|
2020
Q3 | $69.6M | Sell |
583,674
-22,454
| -4% | -$2.45M | 6.78% | 1 |
|
|
2020
Q2 | $69.7M | Sell |
606,128
-664
| -0.1% | -$51.5K | 7.22% | 1 |
|
|
2020
Q1 | $47M | Buy |
606,792
+25,532
| +4% | +$1.88M | 6.09% | 1 |
|
|
2019
Q4 | $47.5M | Sell |
581,260
-32,948
| -5% | -$2.12M | 5.61% | 2 |
|
|
2019
Q3 | $40.6M | Buy |
614,208
+15,980
| +3% | +$835K | 5.55% | 2 |
|
|
2019
Q2 | $31.3M | Sell |
598,228
-19,936
| -3% | -$971K | 4.7% | 2 |
|
|
2019
Q1 | $29.5M | Buy |
618,164
+6,288
| +1% | +$267K | 4.61% | 2 |
|
|
2018
Q4 | $26.1M | Buy |
611,876
+27,144
| +5% | +$1.32M | 4.19% | 3 |
|
|
2018
Q3 | $25.9M | Buy |
584,732
+8,528
| +1% | +$444K | 4.72% | 2 |
|
|
2018
Q2 | $26.7M | Buy |
576,204
+11,692
| +2% | +$530K | 5.47% | 3 |
|
|
2018
Q1 | $23.7M | Buy |
564,512
+49,432
| +10% | +$2.13M | 5.2% | 2 |
|
|
2017
Q4 | $21.8M | Buy |
515,080
+1,776
| +0.3% | +$74.2K | 5.83% | 2 |
|
|
2017
Q3 | $19.8M | Buy |
513,304
+8,020
| +2% | +$311K | 5.55% | 2 |
|
|
2017
Q2 | $18.2M | Buy |
505,284
+465,888
| +1,183% | +$17.2M | 5.23% | 3 |
|
|
2017
Q1 | $1.42M | Buy |
+39,396
| New | +$1.3M | 4.93% | 3 |
|
|
2016
Q3 | $14.5M | Sell |
514,996
-523,344
| -50% | -$13.9M | 4.74% | 4 |
|
|
2016
Q2 | $12.5M | Buy |
+1,038,340
| New | +$25.8M | 1.61% | 14 |
|
|
2015
Q4 | $12.9M | Buy |
+1,475,804
| New | +$42.2M | 2.1% | 12 |
|
|
2015
Q2 | $31.4M | Buy |
1,002,312
+513,156
| +105% | +$16.4M | 13.75% | 2 |
|
|
2015
Q1 | $15.2M | Buy |
+489,156
| New | +$14.8M | 7.09% | 2 |
|
Other funds holding AAPL
WealthPLAN Partners's AAPL Position: Q2 2026 in Review
WealthPLAN Partners reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $5.48M and leaving 137,249 shares worth $39.7M. The position accounts for 7.59% of the portfolio, ranked #1.
WealthPLAN Partners first reported a position in AAPL in Q1 2015 and has held it in 41 quarters since. The position peaked at $107M in Q4 2021. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- WealthPLAN Partners held 137,249 shares of Apple worth $39.7M as of Q2 2026.
- WealthPLAN Partners sold 19,174 Apple shares in Q2 2026, an estimated $5.48M.
- Apple made up 7.59% of WealthPLAN Partners's portfolio in Q2 2026, its #1 holding.
- WealthPLAN Partners first reported a position in Apple in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's Apple position peaked at $107M in Q4 2021.
- 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.