WFP
AAPL icon

Wrenne Financial Planning’s Apple AAPL Stock Holding History

Wrenne 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 		$4.51M Buy
15,574
+392
+3% +$112K 1.52% 13
2026
Q1 		$3.85M Buy
15,182
+53
+0.4% +$13.8K 1.51% 14
2025
Q4 		$4.11M Sell
15,129
-1,017
-6% -$273K 1.67% 14
2025
Q3 		$4.11M Sell
16,146
-86
-0.5% -$19.4K 1.76% 14
2025
Q2 		$3.33M Sell
16,232
-215
-1% -$43.4K 1.56% 14
2025
Q1 		$3.65M Buy
16,447
+80
+0.5% +$18.5K 1.94% 13
2024
Q4 		$4.1M Buy
16,367
+3,470
+27% +$818K 2.33% 12
2024
Q3 		$3.01M Buy
12,897
+112
+0.9% +$25K 1.79% 13
2024
Q2 		$2.69M Buy
12,785
+2
+0% +$373 1.86% 13
2024
Q1 		$2.19M Buy
12,783
+1,101
+9% +$200K 1.62% 17
2023
Q4 		$2.25M Buy
+11,682
New +$2.16M 1.91% 16

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Wrenne Financial Planning increased its Apple (AAPL) stake by 2.6% in Q2 2026, buying an estimated $112K and bringing the position to 15,574 shares worth $4.51M. The position accounts for 1.52% of the portfolio, ranked #13.

Wrenne Financial Planning first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wrenne Financial Planning held 15,574 shares of Apple worth $4.51M as of Q2 2026.
  • Wrenne Financial Planning bought 392 Apple shares in Q2 2026, an estimated $112K.
  • Apple made up 1.52% of Wrenne Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Wrenne Financial Planning first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.