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WealthPLAN Partners’s Apple AAPL Stock Holding History

WealthPLAN Partners’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
2021
Q3 		– Sell
-9,900
Closed -$10K – 373
2021
Q2 		$10K Hold
9,900
– – ﹤0.01% 356
2021
Q1 		$29K Hold
9,900
– – ﹤0.01% 331
2020
Q4 		$53K Sell
9,900
-500
-5% -$60.1K ﹤0.01% 331
2020
Q3 		$92K Buy
+10,400
New +$1.13M 0.01% 307

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 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.