Xena Financial Planning’s Apple AAPL Stock Holding History

Xena 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	$10.6M	Sell	36,598 -862	-2%	-$247K	10.16%	3
2026 Q1	$9.51M	Buy	37,460 +1,176	+3%	+$306K	10.73%	2
2025 Q4	$9.86M	Buy	+36,284	New	+$9.74M	11.58%	2

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Xena Financial Planning reduced its Apple (AAPL) stake by 2.3% in Q2 2026, selling an estimated $247K and leaving 36,598 shares worth $10.6M. The position accounts for 10.16% of the portfolio, ranked #3.

Xena Financial Planning first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Xena Financial Planning held 36,598 shares of Apple worth $10.6M as of Q2 2026.
Xena Financial Planning sold 862 Apple shares in Q2 2026, an estimated $247K.
Apple made up 10.16% of Xena Financial Planning's portfolio in Q2 2026, its #3 holding.
Xena Financial Planning first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.