Welch Financial Planning
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Welch Financial Planning’s Apple AAPL Stock Holding History

Welch 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
Q3 		$6.67M Buy
20,037
+540
+3% +$173K 3.74% 10
2026
Q2 		$5.64M Buy
19,497
+10,133
+108% +$2.9M 3.29% 11
2026
Q1 		$2.38M Buy
9,364
+396
+4% +$103K 1.71% 17
2025
Q4 		$2.44M Buy
+8,968
New +$2.41M 1.78% 17

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Welch Financial Planning's AAPL Position: Q3 2026 in Review

Welch Financial Planning increased its Apple (AAPL) stake by 2.8% in Q3 2026, buying an estimated $173K and bringing the position to 20,037 shares worth $6.67M. The position accounts for 3.74% of the portfolio, ranked #10.

Welch Financial Planning first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Welch Financial Planning held 20,037 shares of Apple worth $6.67M as of Q3 2026.
  • Welch Financial Planning bought 540 Apple shares in Q3 2026, an estimated $173K.
  • Apple made up 3.74% of Welch Financial Planning's portfolio in Q3 2026, its #10 holding.
  • Welch Financial Planning first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.