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Apple shares owned by Planning Strategies

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 11k 289.36

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Apple

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
T. Rowe Price Associates
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Invesco
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Apple