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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch Financial Planning's AAPL Position: Q2 2026 in Review

Welch Financial Planning increased its Apple (AAPL) stake by 108% in Q2 2026, buying an estimated $2.9M and bringing the position to 19,497 shares worth $5.64M. The position accounts for 3.29% of the portfolio, ranked #11.

Welch Financial Planning first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 3,884 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Welch Financial Planning held 19,497 shares of Apple worth $5.64M as of Q2 2026.
  • Welch Financial Planning bought 10,133 Apple shares in Q2 2026, an estimated $2.9M.
  • Apple made up 3.29% of Welch Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Welch Financial Planning first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 3,884 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.